A detailed history of True Wealth Design, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 5,390 shares of AMG stock, worth $851,673. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,390
Previous 5,532 2.57%
Holding current value
$851,673
Previous $838 Million 7.76%
% of portfolio
0.22%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$146.42 - $167.47 $20,791 - $23,780
-142 Reduced 2.57%
5,390 $903 Million
Q4 2023

Feb 14, 2024

BUY
$121.54 - $153.44 $48,372 - $61,069
398 Added 7.75%
5,532 $838 Million
Q3 2023

Nov 13, 2023

BUY
$129.58 - $162.32 $22,935 - $28,730
177 Added 3.57%
5,134 $669 Million
Q2 2023

Aug 14, 2023

BUY
$137.14 - $151.22 $6,719 - $7,409
49 Added 1.0%
4,957 $743 Million
Q1 2023

May 12, 2023

BUY
$133.32 - $177.04 $13,198 - $17,526
99 Added 2.06%
4,908 $699 Million
Q4 2022

Feb 15, 2023

BUY
$111.85 - $162.6 $537,886 - $781,943
4,809 New
4,809 $762 Million

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $6.04B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
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