True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
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 3,999 shares of CWS stock, worth $266,573. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,999
Previous 3,626
10.29%
Holding current value
$266,573
Previous $230,000
7.83%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding CWS
# of Institutions
40Shares Held
622KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC114KShares$7.62 Million0.0% of portfolio
-
Cibc World Market Inc. Toronto, A680.1KShares$5.34 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO63.4KShares$4.23 Million0.0% of portfolio
-
Mason & Associates Inc40.5KShares$2.7 Million0.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.5KShares$2.5 Million0.01% of portfolio