True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,936 shares of CWS stock, worth $406,616. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,936
Previous 4,458 33.15%
Holding current value
$406,616
Previous $306,000 25.49%
% of portfolio
0.15%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$64.77 - $71.56 $95,730 - $105,765
1,478 Added 33.15%
5,936 $384,000
Q3 2024

Oct 29, 2024
BUY
$61.66 - $68.72 $28,301 - $31,542
459 Added 11.48%
4,458 $306,000
Q2 2024

Jul 24, 2024
BUY
$59.74 - $64.0 $22,283 - $23,872
373 Added 10.29%
3,999 $248,000
Q1 2024

Apr 23, 2024
BUY
$57.96 - $63.69 $210,162 - $230,939
3,626 New
3,626 $230,000

Others Institutions Holding CWS

# of Institutions
45
Shares Held
654K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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