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World Fds Tr shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of World Fds Tr (BTCL) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in World Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including World Fds Tr held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in World Fds Tr by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 7.2k 56.19
2025-06-30 $328k 6.1k 53.62
2025-03-31 $210k 6.1k 34.11
2024-12-31 $243k 5.0k 48.63

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

Top funds holding World Fds Tr

SkyOak Wealt
Belvedere Trading
Sandbox Financial Partners
Citadel Advisors
TRUE Private Wealth Advisors
Jane Street
Simplex Trading
Creative Financial Designs
Global Retirement Partners

View all funds holding World Fds Tr