TI
TAP.A

tru Independence’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

tru Independence’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
Q3 		– Sell
-32,991
Closed -$5.73M – 124
2023
Q2 		$5.73M Buy
+32,991
New +$5.73M 1.89% 13
2022
Q4 		– Sell
-33,528
Closed -$5.14M – 122
2022
Q3 		$5.14M Buy
+33,528
New +$5.14M 1.82% 14

Other funds holding TAP.A

DWM
Defined Wealth Management Beaverton, Oregon $171M AUM 19.19% 1-Year Est. Return
DWM
Dechtman Wealth Management Centennial, Colorado $517M AUM 21.63% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return