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First Westn Finl shares owned by True Wealth Design

Quarter-by-quarter ownership of First Westn Finl (MYFW) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in First Westn Finl

Tip: Access up to 7 years of quarterly data

All positions including First Westn Finl 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 Westn Finl by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $185 8 23.13
2025-06-30 $91 4 22.75
2025-03-31 $177 9 19.67

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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)
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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)
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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 Westn Finl

North Reef Capital Management
BlackRock
Vanguard Group
Banc Funds Company
Algebris
Jacobs Asset Management
Punch & Associates Investment Management
Mendon Capital Advisors Corp.
Dimensional Fund Advisors
Alliancebernstein
RMB Capital Management
Tieton Capital Management
Geode Capital Management
Boothbay Fund Management
Diamond Hill Capital Management

View all funds holding First Westn Finl