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True Wealth Design’s Peoples Financial Services PFIS Stock Holding History

True Wealth Design’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$346 Hold
7
– – ﹤0.01% 1878
2025
Q1 		$312 Buy
+7
New +$312 ﹤0.01% 1751