True Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Shares
6 transactions
Others Institutions Holding SHAG
# of Institutions
41Shares Held
608KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC118KShares$00.0% of portfolio
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Pro Vise Management Group, LLC Clearwater, FL61.4KShares$00.0% of portfolio
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Jane Street Group, LLC New York, NY56.9KShares$00.0% of portfolio
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Raymond James & Associates St Petersburg, FL42.2KShares$00.0% of portfolio
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Kestra Advisory Services, LLC35KShares$00.0% of portfolio