Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWA
TRLV
MFA Wealth Advisors’s
Trulieve Cannabis Corp
TRLV
Stock Holding History
MFA Wealth Advisors’s Portfolio
TRLV Stock Details
TRLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-33
Closed
-$403
–
412
2024
Q3
$403
Hold
33
–
–
﹤0.01%
482
2024
Q2
$305
Buy
+33
New
+$305
﹤0.01%
501
Other funds holding TRLV
ADMI
Albert D. Mason Inc
Boston, Massachusetts
$154M AUM
25.1%
1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group
Phoenixville, Pennsylvania
$174M AUM
15.31%
1-Year Est. Return
HC
Hurley Capital
New York
$187M AUM
23.24%
1-Year Est. Return
WIM
Westside Investment Management
Santa Monica, California
$653M AUM
28.36%
1-Year Est. Return
SIS
Strategic Investment Solutions
Orland Park, Illinois
$437M AUM
30.41%
1-Year Est. Return
OP
ORG Partners
Roanoke, Indiana
$568M AUM
24.16%
1-Year Est. Return
CWM
Crowley Wealth Management
Wilmington, Delaware
$126M AUM
23.04%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close