True Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, True Wealth Advisors, LLC holds 8,306 shares of TDIV stock, worth $658,914. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,306
Previous 7,709
7.74%
Holding current value
$658,914
Previous $537,000
16.95%
% of portfolio
0.25%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding TDIV
# of Institutions
320Shares Held
19.9MCall Options Held
9.8KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.12MShares$168 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.89MShares$150 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.6MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$94.6 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$86.5 Million0.02% of portfolio