Number of Shares
1,322,606
Previous 1,305,456 1.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
N/A
17,150 Added 1.31%
1,322,606 $0
Q3 2025

Oct 15, 2025

BUY
N/A
243,446 Added 22.92%
1,305,456 $0
Q2 2025

Jul 03, 2025

BUY
N/A
101,450 Added 10.56%
1,062,010 $0
Q1 2025

Apr 10, 2025

BUY
N/A
514,052 Added 115.13%
960,560 $0
Q4 2024

Jan 15, 2025

BUY
N/A
446,508 New
446,508 $0
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.