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TRUE Private Wealth Advisors
Portfolio value
TRUE Private Wealth Advisors portfolio value
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$720,060,326
is the total value of the holdings TRUE Private Wealth Advisors reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$720,060,326
Q3 2023
$676,943,028
Q2 2023
$675,880,697
Q1 2023
$649,355,238
Q4 2022
$660,720,000
Q3 2022
$687,273,000
Q2 2022
$710,707,000
Q1 2022
$702,682,000
Q4 2021
$687,133,000
Q3 2021
$673,160,000
Q2 2021
$618,756,000
Q1 2021
$596,762,000
Q4 2020
$585,384,000
Q3 2020
$546,632,000
Q2 2020
$469,566,000
Q1 2020
$652,259,000
Q4 2019
$578,989,000
Q3 2019
$586,960,000
Q2 2019
$524,653,000
Q1 2019
$566,861,000
Q4 2018
$710,589,175,000
Q3 2018
$637,442,000
Q2 2018
$582,433,000
Q1 2018
$577,024,000
Q4 2017
$443,851,000
Q3 2017
$431,434,000
Q2 2017
$437,138,000
Q1 2017
$409,490,000
Q4 2016
$311,894,000
Q3 2016
$298,921,000
Q2 2016
$257,154,000
Q1 2016
$227,256,000
Q4 2015