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First Business Financial Services shares owned by True Wealth Design

Quarter-by-quarter ownership of First Business Financial Services (FBIZ) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in First Business Financial Services

Tip: Access up to 7 years of quarterly data

All positions including First Business Financial Services held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Business Financial Services by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $974 19 51.26

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
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)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding First Business Financial Services

BlackRock
Dimensional Fund Advisors
Vanguard Group
First Business Financial Services
Manufacturers Life Insurance Company
Geode Capital Management
American Century Companies
Banc Funds Company
State Street Corporation
Cutler Capital Management
Pacific Ridge Capital Partners
Renaissance Technologies
LSV Asset Management
De Lisle Partners
Hillsdale Investment Management

View all funds holding First Business Financial Services