True Wealth Advisors, LLC First Trust Developed Markets Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,086 shares of FDT stock, worth $228,652. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,086
Previous 4,042
1.09%
Holding current value
$228,652
Previous $233,000
5.58%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding FDT
# of Institutions
124Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$63.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc465KShares$26 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC430KShares$24 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA360KShares$20.2 Million0.0% of portfolio
-
Ubs Group Ag204KShares$11.4 Million0.0% of portfolio