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TrueWealth Advisors, LLC → FIS

TrueWealth Advisors, LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
14
Latest value
$18.5M
Q3 2026
Peak value
$28M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q3 2025$8.1M
Q4 2025$264K
Q4 2025$4.1M
Q4 2025$20.7M
Q1 2026$1.3M
Q1 2026$330K
Q1 2026$27.6M
Q2 2026$1.7M
Q2 2026$363K
Q2 2026$28M
Q3 2026$7.3M
Q3 2026$400K
Q3 2026$18.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.5M428.1K——
Q3 2026$400K9.9K——
Q3 2026$7.3M182.8K——
Q2 2026$28M616.6K——
Q2 2026$363K8.9K——
Q2 2026$1.7M41.7K——
Q1 2026$27.6M604.3K——
Q1 2026$330K9.2K——
Q1 2026$1.3M34.2K——
Q4 2025$20.7M448.7K——
Q4 2025$4.1M112.3K——
Q4 2025$264K7.2K——
Q3 2025$8.1M175.0K——
Q3 2025$3.8M106.3K——

Other funds holding FIS

Other TrueWealth Advisors, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$25.7M
SPY

SPDR S&P 500 ETF TR

$23.4M
SPY

SPDR S&P 500 ETF TR

$23.2M
SPY

STATE STR SPDR S&P 500 ETF T

$22.5M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$22.2M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$21.8M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$21.8M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$21.5M