Tru Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
A detailed history of Tru Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,265 shares of FXD stock, worth $218,167. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,265
Previous 3,265
-0.0%
Holding current value
$218,167
Previous $206,000
2.43%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FXD
# of Institutions
141Shares Held
21.2MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12MShares$804 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$118 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$102 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26.5 Million0.03% of portfolio
-
O'Dell Group, LLC Cincinnati, OH344KShares$23 Million5.14% of portfolio