True Wealth Design’s AMERISAFE AMSF Stock Holding History

True Wealth Design’s Portfolio AMSF Stock Details AMSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.62K	Buy	+107	New	+$3.38K	﹤0.01%	1458
2026 Q1	–	Sell	-30	Closed	-$1.15K	–	2705
2025 Q4	$1.15K	Sell	30 -25	-45%	-$1.01K	﹤0.01%	1658
2025 Q3	$2.41K	Buy	55 +52	+1,733%	+$2.33K	﹤0.01%	1394
2025 Q2	$132	Sell	3 -41	-93%	-$1.93K	﹤0.01%	2171
2025 Q1	$2.31K	Sell	44 -33	-43%	-$1.67K	﹤0.01%	954
2024 Q4	$3.97K	Buy	77 +47	+157%	+$2.54K	﹤0.01%	578
2024 Q3	$1.45K	Buy	+30	New	+$1.43K	﹤0.01%	872

Other funds holding AMSF

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return