A detailed history of Tru Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,265 shares of FXD stock, worth $213,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,265
Holding current value
$213,563
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$56.55 - $63.72 $184,635 - $208,045
3,265 New
3,265 $206,000
Q1 2024

Apr 15, 2024

BUY
$56.49 - $64.54 $184,439 - $210,723
3,265 New
3,265 $210,000
Q1 2022

Apr 27, 2022

SELL
$51.73 - $62.62 $168,898 - $204,454
-3,265 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$58.25 - $65.57 $190,186 - $214,086
3,265 New
3,265 $203,000

Others Institutions Holding FXD

About FIRST TR EXCHANGE-TRADED FD


  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.