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True Wealth Design, LLC PFS Position History
Provident Financial Services, Inc. • Financial Services
Quarters held
6
Latest value
$842
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q3 2025 | $733 |
| Q4 2025 | $751 |
| Q1 2026 | $805 |
| Q2 2026 | $899 |
| Q3 2026 | $842 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $842 | 38 | — | — |
| Q2 2026 | $899 | 38 | — | — |
| Q1 2026 | $805 | 38 | — | — |
| Q4 2025 | $751 | 38 | — | — |
| Q3 2025 | $733 | 38 | — | — |
| Q3 2025 | $3K | 143 | — | — |
Other funds holding PFS
$190.2M
$190.2M
$154.1M
$150.2M
$65.5M