True Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, True Wealth Advisors, LLC holds 80,968 shares of MDIV stock, worth $1.27 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

80,968

Previous 100,497 19.43%

Holding current value

$1.27 Million

Previous $1.57 Million 18.7%

% of portfolio

0.53%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$15.27 - $15.81 $298,207 - $308,753	-19,529 Reduced 19.43%	80,968 $1.28 Million
Q4 2023 Feb 08, 2024	SELL	$14.12 - $15.72 $159,414 - $177,478	-11,290 Reduced 10.1%	100,497 $1.57 Million
Q3 2023 Nov 07, 2023	BUY	$14.41 - $15.27 $16,340 - $17,316	1,134 Added 1.02%	111,787 $1.63 Million
Q2 2023 Jul 31, 2023	BUY	$14.11 - $14.79 $217,914 - $228,416	15,444 Added 16.22%	110,653 $1.61 Million
Q1 2023 Apr 19, 2023	BUY	$14.05 - $16.25 $294,698 - $340,843	20,975 Added 28.26%	95,209 $1.4 Million

Q4 2022 Jan 23, 2023	BUY	$14.79 - $15.73 $270,923 - $288,142	18,318 Added 32.76%	74,234 $0
Q3 2022 Oct 21, 2022	BUY	$14.76 - $16.64 $825,320 - $930,442	55,916 New	55,916 $807,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.34M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST MULTI-ASSET DIVERS

Ticker MDIV
Sector ETFs
Industry ETFs

More about MDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History