True Wealth Advisors, LLC Donoghue Forlines Tactical Hig Call Options Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFHY

# of Institutions

20

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.02M
Shares

$21.5 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

330K
Shares

$6.96 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.76 Million
0.23% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

102K
Shares

$2.16 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

97.8K
Shares

$2.06 Million
0.02% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

Ticker DFHY
Sector ETFs
Industry ETFs

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