TWD
CLAR icon

True Wealth Design’s Clarus CLAR Stock Holding History

True Wealth Design’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$369 Buy
117
+115
+5,750% +$331 ﹤0.01% 2305
2026
Q1 		$6 Sell
2
-2
-50% -$7 ﹤0.01% 2685
2025
Q4 		$14 Sell
4
-10
-71% -$34 ﹤0.01% 2503
2025
Q3 		$49 Sell
14
-45
-76% -$163 ﹤0.01% 2575
2025
Q2 		$205 Sell
59
-139
-70% -$471 ﹤0.01% 2063
2025
Q1 		$743 Sell
198
-58
-23% -$260 ﹤0.01% 1388
2024
Q4 		$1.16K Buy
+256
New +$1.15K ﹤0.01% 892

Other funds holding CLAR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return