Position in TRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$721
+$30 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 518 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $134,172 across 10 Financial Data & Stock Exchanges names. TRU ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
137 | $50,088 | |
| 2 | MSCI |
MSCI Inc.
|
41 | $22,961 | |
| 3 | MCO |
Moodys Corp /De/
|
39 | $17,663 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
108 | $13,295 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
147 | $11,586 | |
| 6 | COIN |
Coinbase Global, Inc.
|
54 | $7,894 | |
| 7 | FDS |
Factset Research Systems Inc
|
31 | $7,132 | |
| 8 | CME |
Cme Group Inc.
|
10 | $2,208 |
All Filings in TRU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $691 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $943 | 11 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $921 | 11 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $968 | 11 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $912 | 11 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,019 | 11 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,151 | 11 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $741 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $798 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $687 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||