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True Wealth Design, LLC → AMTB
True Wealth Design, LLC AMTB Position History
Amerant Bancorp Inc.
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q4 2025 | $1K |
| Q1 2026 | $2K |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 61 | — | — |
| Q2 2026 | $2K | 61 | — | — |
| Q1 2026 | $2K | 70 | — | — |
| Q4 2025 | $1K | 64 | — | — |
| Q3 2025 | $4K | 202 | — | — |
Other funds holding AMTB
$42.5M
$40.9M
$37.9M
$37.1M
$32.2M
$32.2M