DiNuzzo Private Wealth’s TFS Financial TFSL Stock Holding History

DiNuzzo Private Wealth’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390	Hold	22	–	–	﹤0.01%	1159
2026 Q1	$310	Hold	22	–	–	﹤0.01%	1186
2025 Q4	$295	Hold	22	–	–	﹤0.01%	1201
2025 Q3	$310	Hold	22	–	–	﹤0.01%	1199
2025 Q2	$285	Hold	22	–	–	﹤0.01%	1202
2025 Q1	$273	Hold	22	–	–	﹤0.01%	1191
2024 Q4	$277	Sell	22 -3	-12%	-$40	﹤0.01%	1226
2024 Q3	$322	Buy	25 +6	+32%	+$79	﹤0.01%	1227
2024 Q2	$240	Buy	19 +3	+19%	+$38	﹤0.01%	1237
2024 Q1	$201	Hold	16	–	–	﹤0.01%	1198
2023 Q4	$236	Buy	+16	New	+$207	﹤0.01%	1186

Other funds holding TFSL

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return