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Financial Institutions shares owned by True Wealth Design

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2k 40 31.18
2025-09-30 $1.1k 40 27.20
2024-09-30 $433 17 25.47

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 Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
State Street Corporation
Geode Capital Management
Acadian Asset Management
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Commonwealth Equity Services
Renaissance Technologies
Fourthstone
Alliancebernstein

View all funds holding Financial Institutions