True Wealth Design’s FMC FMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.9K	Buy	2,423 +382	+19%	+$5.33K	0.01%	699
2026 Q1	$35.1K	Buy	+2,041	New	+$30.5K	0.01%	509
2025 Q4	–	Sell	-703	Closed	-$23.6K	–	2651
2025 Q3	$23.6K	Sell	703 -919	-57%	-$35.9K	0.01%	547
2025 Q2	$67.7K	Buy	1,622 +1,414	+680%	+$56.2K	0.02%	163
2025 Q1	$8.78K	Buy	208 +191	+1,124%	+$8.48K	﹤0.01%	512
2024 Q4	$827	Sell	17 -1,019	-98%	-$59.5K	﹤0.01%	987
2024 Q3	$68.3K	Buy	+1,036	New	+$63.5K	0.03%	87
2024 Q2	–	Sell	-5	Closed	-$319	–	800
2024 Q1	$319	Buy	5 +2	+67%	+$117	﹤0.01%	707
2023 Q4	$190	Hold	3	–	–	﹤0.01%	684
2023 Q3	$201	Hold	3	–	–	﹤0.01%	640
2023 Q2	$314	Hold	3	–	–	﹤0.01%	570
2023 Q1	$367	Hold	3	–	–	﹤0.01%	597
2022 Q4	$374	Buy	+3	New	+$368	﹤0.01%	533

Other funds holding FMC

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

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

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return