True Wealth Design’s United States Lime & Minerals USLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.28K	Sell	60 -2	-3%	-$232	﹤0.01%	1240
2026 Q1	$8.1K	Hold	62	–	–	﹤0.01%	1047
2025 Q4	$7.42K	Hold	62	–	–	﹤0.01%	949
2025 Q3	$8.16K	Buy	62 +7	+13%	+$808	﹤0.01%	906
2025 Q2	$5.49K	Buy	55 +30	+120%	+$2.93K	﹤0.01%	770
2025 Q1	$2.21K	Buy	25 +2	+9%	+$208	﹤0.01%	973
2024 Q4	$3.05K	Hold	23	–	–	﹤0.01%	639
2024 Q3	$2.25K	Buy	+23	New	+$1.85K	﹤0.01%	756

Other funds holding USLM

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

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

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return