True Wealth Advisors, LLC Ishares Tr Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,668 shares of ITA stock, worth $413,353. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,668
Previous 1,374
94.18%
Holding current value
$413,353
Previous $205,000
88.78%
% of portfolio
0.15%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding ITA
# of Institutions
722Shares Held
18.7MCall Options Held
315KPut Options Held
178K-
Bank Of America Corp Charlotte, NC4.02MShares$622 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.87MShares$289 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC974KShares$151 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$116 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA720KShares$112 Million0.02% of portfolio