DWM
TAP.A

Defined Wealth Management’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Defined Wealth Management’s Portfolio TAP.A Stock Details TAP.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,961
Closed -$320K – 103
2023
Q3 		$320K Buy
1,961
+6
+0.3% +$980 0.27% 82
2023
Q2 		$340K Buy
+1,955
New +$340K 0.29% 81

Other funds holding TAP.A

RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return