Livet Wealth
TRI icon

Livet Wealth’s Thomson Reuters TRI Stock Holding History

Livet Wealth’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265K Buy
+2,719
New +$269K 0.15% 99

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Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Livet Wealth's TRI Position: Q3 2026 in Review

Livet Wealth opened a new position in Thomson Reuters (TRI) in Q3 2026: 2,719 shares worth $265K. The stake represents 0.15% of the portfolio and ranks #99 among its holdings.

101 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Livet Wealth held 2,719 shares of Thomson Reuters worth $265K as of Q3 2026.
  • Thomson Reuters was a new Livet Wealth position in Q3 2026.
  • Thomson Reuters made up 0.15% of Livet Wealth's portfolio in Q3 2026, its #99 holding.
  • 101 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Livet Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.