True Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, True Wealth Advisors, LLC holds 53,350 shares of MDIV stock, worth $863,736. This represents 0.31% of its overall portfolio holdings.
Number of Shares
53,350
Previous 67,542
21.01%
Holding current value
$863,736
Previous $1.1 Million
23.43%
% of portfolio
0.31%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding MDIV
# of Institutions
109Shares Held
11.3MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.61MShares$26.1 Million5.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.54MShares$24.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$19.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY863KShares$14 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC703KShares$11.4 Million0.01% of portfolio