True Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, True Wealth Advisors, LLC holds 6,789 shares of LMBS stock, worth $335,308. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,789
Previous 6,146
10.46%
Holding current value
$335,308
Previous $296,000
10.14%
% of portfolio
0.13%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding LMBS
# of Institutions
417Shares Held
66.4MCall Options Held
200Put Options Held
2.6K-
Morgan Stanley New York, NY11.9MShares$590 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.63MShares$377 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.66MShares$230 Million0.06% of portfolio
-
Ubs Group Ag3.63MShares$179 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.49MShares$123 Million0.03% of portfolio