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Information Services shares owned by True Wealth Design

Quarter-by-quarter ownership of Information Services (III) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Information Services

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All positions including Information 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 Information Services by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3k 232 5.75
2025-06-30 $1.1k 221 4.80
2025-03-31 $844 216 3.91
2024-12-31 $397 119 3.34

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 Information Services

Private Capital Management
HPM Partners
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Vanguard Group
Renaissance Technologies
Dimensional Fund Advisors
Crawford Investment Counsel
William Blair $ Company
Geode Capital Management
Crestwood Advisors
State Street Corporation
Morgan Stanley
O'shaughnessy Asset Management
Jb Capital Partners
Hillsdale Investment Management

View all funds holding Information Services