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TrueWealth Advisors, LLC → DUK-PA
TrueWealth Advisors, LLC DUK-PA Position History
DUK-PA
Quarters held
10
Latest value
$13.2M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $476K |
| Q3 2025 | $11.6M |
| Q4 2025 | $492K |
| Q4 2025 | $12.1M |
| Q1 2026 | $713K |
| Q1 2026 | $12.8M |
| Q2 2026 | $773K |
| Q2 2026 | $13.6M |
| Q3 2026 | $751K |
| Q3 2026 | $13.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.2M | 487.0K | — | — |
| Q3 2026 | $751K | 6.6K | — | — |
| Q2 2026 | $13.6M | 472.9K | — | — |
| Q2 2026 | $773K | 6.1K | — | — |
| Q1 2026 | $12.8M | 469.0K | — | — |
| Q1 2026 | $713K | 5.4K | — | — |
| Q4 2025 | $12.1M | 426.7K | — | — |
| Q4 2025 | $492K | 4.2K | — | — |
| Q3 2025 | $11.6M | 402.4K | — | — |
| Q3 2025 | $476K | 3.8K | — | — |
Other funds holding DUK-PA
$5.8B
$5.7B
$5.7B
$1.9B
$554.9M
$539.5M