Position in TRU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$31,066
-$12,323 QoQ
Shares Held
449
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $348,057 across 10 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
422 | $153,733 | |
| 2 | MCO |
Moodys Corp /De/
|
93 | $42,121 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
456 | $35,941 | |
| 4 | CME |
Cme Group Inc.
|
114 | $25,174 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
95 | $23,053 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
178 | $21,913 | |
| 7 | COIN |
Coinbase Global, Inc.
|
149 | $21,782 | |
| 8 | MSCI |
MSCI Inc.
|
24 | $13,440 |
All Filings in TRU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,066 | 449 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $43,389 | 506 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $36,528 | 436 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,368 | 436 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $36,183 | 436 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $40,421 | 436 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||