True Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,120 shares of TDIV stock, worth $753,585. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,120
Previous 8,487
7.46%
Holding current value
$753,585
Previous $681,000
4.99%
% of portfolio
0.27%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding TDIV
# of Institutions
338Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$187 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$171 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$145 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$98.1 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$84.6 Million0.02% of portfolio