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Patria Investments shares owned by True Wealth Design

Quarter-by-quarter ownership of Patria Investments (PAX) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Patria Investments

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

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Quarterly reported holdings in Patria Investments by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3k 399 15.89
2025-09-30 $5.0k 341 14.60
2025-06-30 $4.8k 341 14.06
2025-03-31 $418 37 11.30

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 Patria Investments

Capital Research Global Investors
FMR
BlackRock
Pertento Partners
Samlyn Capital
Mizuho Markets Americas
Inherent Management Corp.
State Street Corporation
Adage Capital Partners GP
Millennium Management
Geode Capital Management
MHR Fund Management
UBS Group
Northern Trust
Zeno Equity Partners

View all funds holding Patria Investments