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ADVISORTRUST PARTNERS, LLC → TSMWF

ADVISORTRUST PARTNERS, LLC TSMWF Position History

TSMWF

Quarters held
4
Latest value
$10.8M
Q3 2026
Peak value
$11.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.4M
Q1 2026$8.8M
Q2 2026$11.3M
Q3 2026$10.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.8M23.8K——
Q2 2026$11.3M23.6K——
Q1 2026$8.8M26.2K——
Q4 2025$10.4M34.2K——

Other funds holding TSMWF

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QQQ

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$14.8M
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AVGO

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IVZ

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