Amer shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Amer
Tip: Access up to 7 years of quarterly data
All positions including Amer held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amer by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.1k | 121 | 50.41 |
| 2025-09-30 | $5.6k | 98 | 57.07 |
| 2025-06-30 | $364 | 6 | 60.67 |
| 2025-03-31 | $1.2k | 18 | 65.39 |
| 2024-12-31 | $207 | 3 | 69.33 |
| 2024-09-30 | $233 | 3 | 77.67 |
| 2024-06-30 | $186 | 3 | 62.00 |
| 2024-03-31 | $136 | 2 | 68.00 |
| 2023-12-31 | $72 | 1 | 72.00 |
| 2023-09-30 | $55 | 1 | 55.00 |
| 2023-06-30 | $56 | 1 | 56.00 |
| 2023-03-31 | $60 | 1 | 60.00 |
| 2022-12-31 | $60 | 1 | 60.00 |