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 $880,487. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,431
Previous 8,985 38.35%
Holding current value
$880,487
Previous $585,000 48.72%
% of portfolio
0.32%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 03, 2025
BUY
$59.37 - $70.0 $204,589 - $241,220
3,446 Added 38.35%
12,431 $870,000
Q1 2025

Apr 10, 2025
BUY
$63.1 - $68.75 $192,391 - $209,618
3,049 Added 51.36%
8,985 $585,000
Q4 2024

Jan 15, 2025
BUY
$64.77 - $71.56 $95,730 - $105,765
1,478 Added 33.15%
5,936 $384,000
Q3 2024

Oct 29, 2024
BUY
$61.66 - $68.72 $28,301 - $31,542
459 Added 11.48%
4,458 $306,000
Q2 2024

Jul 24, 2024
BUY
$59.74 - $64.0 $22,283 - $23,872
373 Added 10.29%
3,999 $248,000
Q1 2024

Apr 23, 2024
BUY
$57.96 - $63.69 $210,162 - $230,939
3,626 New
3,626 $230,000

Others Institutions Holding CWS

# of Institutions
51
Shares Held
856K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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