True Wealth Advisors, LLC Donoghue Forlines Tactical Hig Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding DFHY
# of Institutions
20Shares Held
1.95MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.02MShares$21.5 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA330KShares$6.96 Million0.03% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL178KShares$3.76 Million0.23% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA102KShares$2.16 Million0.01% of portfolio
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Atria Wealth Solutions, Inc. New York, NY97.8KShares$2.06 Million0.02% of portfolio