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Transparent Wealth Partners

Transparent Wealth Partners is an investment advisor in Little Rock with $172.66M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851226627
SEC advisor number
801-118453
FINRA CRD number
308123
AUM ?
$214.3M (as of 8 Feb 22)
Accounts
545 (as of 8 Feb 22)
Employees
5 (2 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
22 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$33.44M 163.7K NEW
Vanguard FTSE Emerging Mark ETF IV
$20.47M 236.76K NEW
$17.9M 39.51K NEW
$9.73M 139.95K NEW
$3.92M 47.2K NEW
$3.79M 47.99K NEW
$3.75M 69.62K NEW
$3.72M 114.34K NEW
$3.51M 16.01K NEW
$3.23M 46.89K NEW
$2.86M 15.82K NEW
$2.84M 17.52K NEW
$1.99M 36.91K NEW
$1.77M 23.7K NEW
$1.13M 21.45K NEW
$1.1M 6.97K NEW
$857K 7.63K NEW
$691K 9.39K NEW
$633K 46.62K NEW
$609K 6.36K NEW
$321K 6.9K NEW
$240K 2.37K NEW
Vanguard Specialized Funds
198.83K EXIT
208.22K EXIT
154.95K EXIT
47.96K EXIT
70.6K EXIT
14.57K EXIT
52.27K EXIT
6.86K EXIT
14.92K EXIT
11.23K EXIT
4.51K EXIT
16.31K EXIT
15.27K EXIT
1.88K EXIT
5.75K EXIT
3.45K EXIT
2.9K EXIT
10.54K EXIT
1.58K EXIT
3.98K EXIT
3.81K EXIT
2.76K EXIT
1.53K EXIT
5.44K EXIT
2.86K EXIT
3.4K EXIT
1.38K EXIT
819 EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

22 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings