TrueWealth Advisors, LLC - ETF SER SOLUTIONS ownership

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q3 2023$4,892,513
-0.6%
161,309
+4.7%
2.06%
+2.2%
Q2 2023$4,921,814
+17.4%
154,044
+14.5%
2.02%
+14.9%
Q1 2023$4,190,598134,5751.76%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2023
NameSharesValueWeighting ↓
Sugarloaf Wealth Management, LLC 734$18,661,0005.57%
Aptus Capital Advisors, LLC 1,973,351$63,206,0002.27%
Precision Wealth Strategies, LLC 59,496$1,906,0001.83%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 13,828$443,0000.35%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,593$521,0000.05%
Patriot Financial Group Insurance Agency, LLC 1,261$40,0000.01%
Geneos Wealth Management Inc. 3,410$112,0000.00%
Capital Investment Advisory Services, LLC 340$11,0000.00%
Cambridge Investment Research Advisors, Inc. 6,487$208,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ETF SER SOLUTIONS shareholders