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Total shares owned by True Wealth Design

Quarter-by-quarter ownership of Total (TTE) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Total

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

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Quarterly reported holdings in Total by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $807k 12k 67.38
2023-09-30 $831k 13k 65.76
2023-06-30 $746k 13k 57.64
2023-03-31 $782k 13k 59.05
2022-12-31 $847k 14k 62.08

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)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Total

Fisher Investments
T. Rowe Price Associates
Wellington Management Company
Bank of America Corporation
Wells Fargo & Company
Federated Investors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Raymond James & Associates
Jpmorgan Chase & Co
Royal Bank of Canada
Franklin Resources
Natixis Asset Management Advisors
ClearBridge Advisors
Equity Investment Corp Acquisition

View all funds holding Total