True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History

True Wealth Advisors, LLC

$307 Million
Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, True Wealth Advisors, LLC holds 14,795 shares of CWS stock, worth $995,851. This represents 0.32% of its overall portfolio holdings.

Number of Shares

14,795

Previous 14,869 0.5%

Holding current value

$995,851

Previous $1.02 Million 1.97%

% of portfolio

0.32%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$67.03 - $69.86 $4,960 - $5,169	-74 Reduced 0.5%	14,795 $995,000
Q3 2025 Oct 15, 2025	BUY	$67.59 - $70.83 $164,784 - $172,683	2,438 Added 19.61%	14,869 $1.02 Million
Q2 2025 Jul 03, 2025	BUY	$59.37 - $70.0 $204,589 - $241,220	3,446 Added 38.35%	12,431 $870,000
Q1 2025 Apr 10, 2025	BUY	$63.1 - $68.75 $192,391 - $209,618	3,049 Added 51.36%	8,985 $585,000
Q4 2024 Jan 15, 2025	BUY	$64.77 - $71.56 $95,730 - $105,765	1,478 Added 33.15%	5,936 $384,000

Q3 2024 Oct 29, 2024	BUY	$61.66 - $68.72 $28,301 - $31,542	459 Added 11.48%	4,458 $306,000
Q2 2024 Jul 24, 2024	BUY	$59.74 - $64.0 $22,283 - $23,872	373 Added 10.29%	3,999 $248,000
Q1 2024 Apr 23, 2024	BUY	$57.96 - $63.69 $210,162 - $230,939	3,626 New	3,626 $230,000

Others Institutions Holding CWS

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Call Options Held

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About ADVISORSHARES TR ADVISORSHARES

Ticker CWS
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True Wealth Advisors, LLC Advisorshares Tr Advisorshares Transaction History