TrueWealth Advisors, LLC

CIK
0001817714
City
BIRMINGHAM
State / Country
AL

Holdings in SFBS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,699,588 65,463
2025-09-30 $5,279,788 65,563
2025-06-30 $5,081,788 65,563
2025-03-31 $5,414,925 65,556
2024-12-31 $5,580,129 65,850
2024-09-30 $5,297,230 65,845
2024-06-30 $4,160,303 65,838
2024-03-31 $4,368,545 65,831
2023-12-31 $4,385,853 65,824
2023-09-30 $3,433,672 65,817
2023-06-30 $2,692,822 65,807
2023-03-31 $5,417,110 99,160
2022-12-31 $6,805,551 98,760
2022-09-30 $7,900,800 98,760
2022-06-30 $7,794,139 98,760
2022-03-31 $9,410,840 98,760
2021-12-31 $8,388,674 98,760
2021-09-30 $2,699,660 34,700
2021-06-30 $2,358,906 34,700
2021-03-31 $2,128,151 34,700
2020-12-31 $1,398,063 34,700