True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, True Wealth Advisors, LLC holds 12,431 shares of CWS stock, worth $857,863. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,431
Previous 8,985
38.35%
Holding current value
$857,863
Previous $585,000
48.72%
% of portfolio
0.32%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding CWS
# of Institutions
56Shares Held
999KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$11.3 Million0.03% of portfolio
-
Cibc World Market Inc. Toronto, A6122KShares$8.43 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$7.16 Million0.0% of portfolio
-
Kestra Advisory Services, LLC85.7KShares$5.91 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO84.5KShares$5.83 Million0.01% of portfolio