TWD
PINC

True Wealth Design’s Premier PINC Stock Holding History

True Wealth Design’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35
Closed -$968 – 2762
2025
Q3 		$968 Buy
35
+33
+1,650% +$797 ﹤0.01% 1760
2025
Q2 		$44 Hold
2
– – ﹤0.01% 2409
2025
Q1 		$39 Sell
2
-57
-97% -$1.12K ﹤0.01% 2444
2024
Q4 		$1.25K Sell
59
-609
-91% -$12.9K ﹤0.01% 869
2024
Q3 		$13.4K Buy
+668
New +$13.3K 0.01% 386

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return