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Affiliated Managers shares owned by True Wealth Design

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affiliated Managers by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $838k 5.5k 151.42
2023-09-30 $669k 5.1k 130.34
2023-06-30 $743k 5.0k 149.89
2023-03-31 $699k 4.9k 142.42
2022-12-31 $762k 4.8k 158.43

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)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Affiliated Managers

Vanguard Group
Clarkston Capital Partners
Southeastern Asset Management
Dimensional Fund Advisors
Allianz Asset Management
Channing Capital Management
Norges Bank Investment Management
Lgt Capital Partners
Citadel Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Marshall Wace
J. V. Bruni And Company
Millennium Management
D. E. Shaw & Co

View all funds holding Affiliated Managers