TrueWealth Advisors, LLC
Position in MDIV — Multi-Asset Diversified Income Index Fund
CIK 1817714
BIRMINGHAM, AL
All Filings in MDIV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MDIV | $728,280 | 45,039 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 MDIV | $754,575 | 48,001 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 MDIV | $869,640 | 54,217 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 MDIV | $843,463 | 53,350 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 MDIV | $1,104,311 | 67,542 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 MDIV | $1,155,322 | 71,537 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 MDIV | $1,260,354 | 75,788 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 MDIV | $1,195,678 | 76,061 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 MDIV | $1,278,484 | 80,968 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 MDIV | $1,572,778 | 100,497 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 MDIV | $1,632,090 | 111,787 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 MDIV | $1,611,107 | 110,653 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 MDIV | $1,395,763 | 95,209 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 MDIV | $1,111,282 | 74,234 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 MDIV | $807,427 | 55,916 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||