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True Wealth Design’s Arteris AIP Stock Holding History

True Wealth Design’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Buy
252
+79
+46% +$2.53K ﹤0.01% 991
2026
Q1 		$2.85K Buy
173
+5
+3% +$79 ﹤0.01% 1405
2025
Q4 		$2.6K Buy
168
+143
+572% +$2.07K ﹤0.01% 1353
2025
Q3 		$253 Sell
25
-4
-14% -$38 ﹤0.01% 2242
2025
Q2 		$277 Sell
29
-8
-22% -$59 ﹤0.01% 1972
2025
Q1 		$256 Buy
+37
New +$354 ﹤0.01% 1852

Other funds holding AIP

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return