True Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
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 76,061 shares of MDIV stock, worth $1.24 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
76,061
Previous 80,968
6.06%
Holding current value
$1.24 Million
Previous $1.28 Million
6.49%
% of portfolio
0.48%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding MDIV
# of Institutions
98Shares Held
8.59MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.35MShares$22.1 Million3.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$12.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY765KShares$12.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC571KShares$9.34 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC504KShares$8.24 Million0.01% of portfolio