True Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 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 9,120 shares of TDIV stock, worth $693,940. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,120
Previous 8,487
7.46%
Holding current value
$693,940
Previous $681,000
4.99%
% of portfolio
0.27%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding TDIV
# of Institutions
358Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$171 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$159 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$128 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$105 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$93.5 Million0.04% of portfolio