True Wealth Design’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.7K	Buy	183 +143	+358%	+$15.1K	﹤0.01%	786
2025 Q4	$5.41K	Buy	40 +11	+38%	+$1.59K	﹤0.01%	1058
2025 Q3	$4.5K	Buy	29 +22	+314%	+$4.1K	﹤0.01%	1117
2025 Q2	$1.41K	Buy	7 +2	+40%	+$381	﹤0.01%	1324
2025 Q1	$864	Hold	5	–	–	﹤0.01%	1322
2024 Q4	$802	Buy	5 +1	+25%	+$168	﹤0.01%	993
2024 Q3	$683	Hold	4	–	–	﹤0.01%	1042
2024 Q2	$675	Buy	4 +1	+33%	+$166	﹤0.01%	603
2024 Q1	$468	Hold	3	–	–	﹤0.01%	639
2023 Q4	$439	Buy	3 +2	+200%	+$270	﹤0.01%	498
2023 Q3	$123	Buy	+1	New	+$132	﹤0.01%	707
2023 Q2	–	Sell	-2	Closed	-$268	–	782
2023 Q1	$261	Buy	2 +1	+100%	+$127	﹤0.01%	677
2022 Q4	$114	Buy	+1	New	+$115	﹤0.01%	726

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return