TrueWealth Advisors, LLC
Position in CWS — AdvisorShares Focused Equity ETF
CIK 1817714
BIRMINGHAM, AL
All Filings in CWS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CWS | $1,116,302 | 17,237 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 CWS | $1,016,845 | 14,795 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 CWS | $1,020,474 | 14,869 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 CWS | $870,219 | 12,431 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 CWS | $588,247 | 8,985 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 CWS | $384,474 | 5,936 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 CWS | $306,331 | 4,458 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 CWS | $248,609 | 3,999 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 CWS | $230,939 | 3,626 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||