Tru Wealth Advisors, LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$30.8 - $41.67 $223,638 - $302,565	7,261 New	7,261 $231,000

Others Institutions Holding TMFC

# of Institutions

98

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Amplius Wealth Advisors, LLC

741K
Shares

$42.2 Million
5.12% of portfolio
Lpl Financial LLC Fort Mill, SC

521K
Shares

$29.7 Million
0.01% of portfolio
Portfolio Strategies, Inc.

426K
Shares

$24.2 Million
3.13% of portfolio
Elevation Capital Advisory, LLC Bend, OR

180K
Shares

$10.2 Million
4.42% of portfolio
Raymond James & Associates St Petersburg, FL

176K
Shares

$10 Million
0.01% of portfolio

About RBB RF INC MOTLEY FOOL 100 IND

Ticker TMFC
Sector ETFs
Industry ETFs

More about TMFC

Track This Portfolio

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.