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

True Wealth Advisors, LLC

  • $262 Million
  • Q4 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 71,537 shares of MDIV stock, worth $1.18 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
71,537
Previous 75,788 5.61%
Holding current value
$1.18 Million
Previous $1.26 Million 8.41%
% of portfolio
0.44%
Previous 0.46%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$15.95 - $16.94 $67,803 - $72,011
-4,251 Reduced 5.61%
71,537 $1.15 Million
Q3 2024

Oct 29, 2024
SELL
$15.69 - $16.76 $4,283 - $4,575
-273 Reduced 0.36%
75,788 $1.26 Million
Q2 2024

Jul 24, 2024
SELL
$15.25 - $15.99 $74,831 - $78,462
-4,907 Reduced 6.06%
76,061 $1.2 Million
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
$14.45 - $15.73 $264,695 - $288,142
18,318 Added 32.76%
74,234 $0
Q3 2022

Oct 21, 2022
BUY
$14.37 - $16.64 $803,512 - $930,442
55,916 New
55,916 $807,000

Others Institutions Holding MDIV

# of Institutions
97
Shares Held
9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MULTI-ASSET DIVERS

MDIV Quotes by TradingView
  • Ticker MDIV
  • Sector ETFs
  • Industry ETFs
More about MDIV
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