True Wealth Advisors, LLC First Tr ETF Indxx Innovation Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	SELL	$34.88 - $38.44 $827,353 - $911,796	-23,720 Reduced 79.97%	5,942 $221,000
Q4 2022 Jan 23, 2023	SELL	$30.13 - $35.88 $93,222 - $111,012	-3,094 Reduced 9.45%	29,662 $0
Q3 2022 Oct 21, 2022	BUY	$30.29 - $36.33 $21,445 - $25,721	708 Added 2.21%	32,756 $992,000
Q2 2022 Jul 27, 2022	BUY	$33.86 - $40.92 $595,157 - $719,250	17,577 Added 121.46%	32,048 $1.09 Million
Q1 2022 May 05, 2022	SELL	$37.15 - $45.01 $557,287 - $675,195	-15,001 Reduced 50.9%	14,471 $628,000
Q1 2022 May 04, 2022	BUY	$37.15 - $45.01 $557,287 - $675,195	15,001 Added 103.66%	29,472 $1.1 Million
Q4 2021 Feb 02, 2022	BUY	$41.99 - $44.89 $48,414 - $51,758	1,153 Added 8.66%	14,471 $628,000
Q3 2021 Oct 25, 2021	BUY	$40.95 - $44.07 $113,841 - $122,514	2,780 Added 26.38%	13,318 $562,000
Q2 2021 Jul 23, 2021	BUY	$40.52 - $43.14 $426,999 - $454,609	10,538 New	10,538 $444,000

Others Institutions Holding LEGR

# of Institutions

62

Shares Held

845K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

104K
Shares

$4.82 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

96.1K
Shares

$4.46 Million
0.01% of portfolio
Alpha Omega Group, Inc.

92.6K
Shares

$4.3 Million
6.16% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

52.9K
Shares

$2.45 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

42.1K
Shares

$1.96 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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