True Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,270 shares of FXO stock, worth $524,496. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,270
Previous 8,634
7.37%
Holding current value
$524,496
Previous $454,000
14.32%
% of portfolio
0.19%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding FXO
# of Institutions
247Shares Held
31.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL13.9MShares$786 Million0.68% of portfolio
-
Morgan Stanley New York, NY2.69MShares$152 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$124 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$82.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL979KShares$55.4 Million0.02% of portfolio