TrueWealth Advisors, LLC - ETF SER SOLUTIONS ownership

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q3 2023$11,150,899
+28.4%
366,444
+31.3%
4.70%
+32.0%
Q2 2023$8,683,983
+5.9%
279,138
+2.7%
3.56%
+3.6%
Q1 2023$8,203,015271,7133.44%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2023
NameSharesValueWeighting ↓
Menard Financial Group LLC 335,756$9,435,00017.07%
Fiduciary Planning LLC 1,001,224$28,134,00014.44%
GUARDIAN WEALTH ADVISORS, LLC / NC 2,406,913$67,634,00012.60%
Sugarloaf Wealth Management, LLC 1,440,365$40,452,00010.36%
Derbend Asset Management 309,711$8,703,0006.93%
Precision Wealth Strategies, LLC 251,554$7,339,0006.47%
Spotlight Asset Group, Inc. 209,618$6,083,0006.05%
Compass Ion Advisors, LLC 773,961$21,748,0006.03%
Legacy CG, LLC 258,759$7,271,0004.79%
Aptus Capital Advisors, LLC 6,571,452$184,657,0004.44%
View complete list of ETF SER SOLUTIONS shareholders