Focus Partners Wealth
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Focus Partners Wealth’s TransUnion TRU Stock Holding History

Focus Partners Wealth’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,328
Closed -$309K – 1990
2024
Q4 		$309K Buy
3,328
+269
+9% +$24.9K ﹤0.01% 1522
2024
Q3 		$320K Buy
+3,059
New +$320K ﹤0.01% 1287