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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in TRU — TransUnion

CIK 1631073 WASHINGTON, DC
Back to TRU Full portfolio

Position in TRU

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,957
+$190 QoQ
Shares Held
41
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#465
of 518 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TRU Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $107,555 across 9 Financial Data & Stock Exchanges names. TRU ranks #9 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPGI
S&P Global Inc.
 78 $28,512
2 MCO
Moodys Corp /De/
 44 $19,928
3 CME
Cme Group Inc.
 83 $18,328
4 ICE
Intercontinental Exchange, Inc.
 107 $13,172
5 NDAQ
Nasdaq, Inc.
 165 $13,005
6 MSCI
MSCI Inc.
 9 $5,040
7 CBOE
Cboe Global Markets, Inc.
 14 $3,397
8 COIN
Coinbase Global, Inc.
 22 $3,216

All Filings in TRU

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,957 41
2026-03-31 $2,767 40
2025-12-31 $3,344 39
2025-09-30 $3,267 39
2025-06-30 $1,496 17
2025-03-31 $1,410 17
2024-12-31 $1,576 17
2024-09-30 $1,779 17
2024-06-30 $1,260 17
2024-03-31 $1,356 17
2023-12-31 $1,168 17
2023-09-30 $1,220 17
2023-06-30 $1,331 17
2023-03-31 $1,056 17
2022-12-31 $964 17
2022-09-30 $1,011 17
2022-06-30 $1,359 17
2022-03-31 $1,756 17
2021-12-31 $2,015 17
2021-09-30 $1,909 17
2021-06-30 $1,866 17
2021-03-31 $1,530 17
2020-12-31 $1,686 17
2020-09-30 $1,430 17
2020-06-30 $1,479 17
2020-03-31 $1,125 17

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