True Wealth Design’s Monarch Casino & Resort MCRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.08K	Sell	31 -1	-3%	-$117	﹤0.01%	1414
2026 Q1	$3.06K	Buy	32 +1	+3%	+$95	﹤0.01%	1390
2025 Q4	$2.97K	Hold	31	–	–	﹤0.01%	1297
2025 Q3	$3.28K	Hold	31	–	–	﹤0.01%	1268
2025 Q2	$2.68K	Buy	+31	New	+$2.5K	﹤0.01%	1053

Other funds holding MCRI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

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