True Wealth Advisors, LLC Purchases in Q3 2024

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
85
+ 3.17%
$83.58 - $90.94 $7.1K - $7.73K
2.76K $250K
FDT
First Trust Developed Markets

ETFs
212
+ 5.54%
$51.36 - $58.76 $10.9K - $12.5K
4.04K $233K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.22%
$255.18 - $283.2 $766 - $850
1.37K $388K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.13%
$475.2 - $527.7 $475 - $528
752 $396K
PEP
Pepsico Inc

Consumer Defensive
53
+ 4.33%
$161.9 - $179.3 $8.58K - $9.5K
1.28K $216K
FENY
Fidelity Covington Tr Msci Ene

ETFs
846
+ 7.12%
$23.09 - $25.75 $19.5K - $21.8K
12.7K $306K
BAC
Bank Of America Corp

Financial Services
229
+ 2.46%
$36.65 - $44.13 $8.39K - $10.1K
9.54K $378K
MUB
Ishares National Muni Bond ETF

ETFs
10
+ 0.51%
$106.13 - $108.7 $1.06K - $1.09K
1.96K $213K
SMCI
Super Micro Computer, Inc.

Technology
295
+ 98.99%
$386.46 - $909.96 $114K - $268K
593 $246K
HEIA
Heico Crp Cl A
9
+ 0.06%
N/A
15.2K $0
CGSD
Capital Grp Core Plus Income E
6.12K
+ 54.27%
N/A
17.4K $0
OALC
Unified Ser Tr Oneascent Large
62.7K
New
N/A
62.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.73K
+ 9.4%
N/A
31.8K $0
CGMU
Capital Group Core Plus Income
5.12K
+ 27.16%
N/A
24K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
22.7K
New
N/A
22.7K $0
Capital Grp Fixed Incm ETF T
2.88K
+ 25.35%
N/A
14.2K $0
First Tr Exch Traded Fd Iii
4.98K
+ 29.27%
N/A
22K $0
AVGO
Broadcom Inc.

Technology
1.77K
+ 804.09%
$136.27 - $1745.86 $241K - $3.09M
1.99K $343K
HON
Honeywell International Inc

Industrials
4
+ 0.17%
$196.73 - $220.21 $787 - $881
2.4K $495K
BP
Bp PLC

Energy
1.15K
+ 9.89%
$30.78 - $37.05 $35.3K - $42.5K
12.8K $400K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.09%
$772.14 - $960.02 $772 - $960
1.1K $976K
Activity Summary
Buys All Purchases 122 New Holdings 22 Increased Positions 100 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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