TRUE Private Wealth Advisors
Holdings in ATS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $332,683 | 12,080 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $316,496 | 12,080 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $385,110 | 12,080 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $301,154 | 12,080 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $368,198 | 12,080 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $357,983 | 12,323 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $398,156 | 12,323 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $415,531 | 12,323 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $530,751 | 12,323 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $525,206 | 12,323 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $567,967 | 12,323 | Shares | Sole | 2023-08-11 |