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Advantage Solutions shares owned by True Wealth Design

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $20 23 0.91
2025-09-30 $244 160 1.53
2025-03-31 $48 32 1.53

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Advantage Solutions

Leonard Green & Partners
CVC Management Holdings II
CastleKnight Management
Atairos Partners GP
Vanguard Group
BlackRock
Dimensional Fund Advisors
Charles Schwab Investment Management
T. Rowe Price Investment Management
Bain Capital Investors
Geode Capital Management
Bridgeway Capital Management
State Street Corporation
Millennium Management
Empowered Funds

View all funds holding Advantage Solutions