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Heritage Ins Hldgs shares owned by True Wealth Design

Quarter-by-quarter ownership of Heritage Ins Hldgs (HRTG) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Heritage Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Heritage Ins Hldgs held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Ins Hldgs by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7k 142 12.25

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding Heritage Ins Hldgs

BlackRock
BlackRock
Dimensional Fund Advisors
Vanguard Group
Marshall Wace
Invesco
Pacific Ridge Capital Partners
Acadian Asset Management
Renaissance Technologies
American Century Companies
Geode Capital Management
Connor, Clark & Lunn Investment Management
Kennedy Capital Management
Morgan Stanley
Citadel Advisors

View all funds holding Heritage Ins Hldgs