Back to TRMK
True Wealth Design, LLC → TRMK
True Wealth Design, LLC TRMK Position History
Trustmark Corporation • Financial Services
Quarters held
9
Latest value
$69
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q3 2025 | $14 |
| Q4 2025 | $5K |
| Q4 2025 | $11 |
| Q1 2026 | $5K |
| Q2 2026 | $4K |
| Q2 2026 | $268 |
| Q3 2026 | $4K |
| Q3 2026 | $69 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69 | 53 | — | — |
| Q3 2026 | $4K | 96 | — | — |
| Q2 2026 | $268 | 138 | — | — |
| Q2 2026 | $4K | 96 | — | — |
| Q1 2026 | $5K | 129 | — | — |
| Q4 2025 | $11 | 3 | — | — |
| Q4 2025 | $5K | 129 | — | — |
| Q3 2025 | $14 | 4 | — | — |
| Q3 2025 | $5K | 130 | — | — |
Other funds holding TRMK
$237.1M
$233.8M
$227.7M
$222.7M
$202.1M
$193.4M
$187.1M
$152.4M