True Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,832 shares of FXL stock, worth $450,599. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,832
Previous 2,832
-0.0%
Holding current value
$450,599
Previous $392,000
7.14%
% of portfolio
0.16%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding FXL
# of Institutions
266Shares Held
6.21MCall Options Held
5KPut Options Held
40.1K-
Morgan Stanley New York, NY790KShares$126 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA602KShares$95.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC493KShares$78.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL443KShares$70.5 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$43.8 Million0.02% of portfolio