True Wealth Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024
Number of Shares
16,812
Previous 14,239 18.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
BUY
N/A
2,573 Added 18.07%
16,812 $0
Q3 2024

Oct 29, 2024
BUY
N/A
2,880 Added 25.35%
14,239 $0
Q2 2024

Jul 24, 2024
BUY
N/A
11,359 New
11,359 $0
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email