TrueWealth Advisors, LLC - ETF SER SOLUTIONS ownership

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q3 2023$733,873
-88.1%
31,483
-87.3%
0.31%
-87.7%
Q2 2023$6,145,791
-33.7%
247,216
-30.7%
2.52%
-35.1%
Q1 2023$9,268,052356,8753.89%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2023
NameSharesValueWeighting ↓
Fiduciary Planning LLC 2,374,873$62,435,00030.88%
Compass Ion Advisors, LLC 2,654,175$69,778,00020.21%
GUARDIAN WEALTH ADVISORS, LLC / NC 4,167,625$109,567,00020.01%
Sugarloaf Wealth Management, LLC 3,029,699$79,651,00019.95%
Derbend Asset Management 450,233$11,837,0009.88%
Aptus Capital Advisors, LLC 10,102,029$265,582,0006.91%
Edmonds Duncan Registered Investment Advisors, LLC 565,530$14,868,0005.10%
First Heartland Consultants, Inc. 963,160$25,321,0003.97%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 135,781$3,570,0002.71%
SILVER OAK SECURITIES, Inc 329,646$8,815,0001.98%
View complete list of ETF SER SOLUTIONS shareholders