TRUEWEALTH LLC current holdings: USA Funds
TRUEWEALTH LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2020-06-30; the largest are AMERICAN FIN TR INC, NUVEEN ENHANCED MUN VALUE FD.
- AMERICAN FIN TR INC: Country of operation —; Class COM CLASS A; Shares 4,993; Value $40,000.
- NUVEEN ENHANCED MUN VALUE FD: Country of operation —; Class COM; Shares 700; Value $10,000.
Form 13F-HR as filed (SEC CIK 1722092): quarter ended 2020-06-30, filed 2020-07-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| AMERICAN FIN TR INC CUSIP 02607T109 | COM CLASS A | 4,993 | $40,000 | 2020-06-30 | 2020-07-15 | |
| NUVEEN ENHANCED MUN VALUE FD CUSIP 67074M101 | COM | 700 | $10,000 | 2020-06-30 | 2020-07-15 |
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