True Wealth Design, LLC Civista Bancshares, Inc. Transaction History

True Wealth Design, LLC

Previous 0 NaN%

Previous $5,000 -0.0%

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$13.8 - $15.52 $0 - $0	0 New	0 $5,000
Q1 2024 May 14, 2024	BUY	$14.3 - $18.38 $0 - $0	0 New	0 $5,000
Q4 2023 Feb 14, 2024	SELL	$14.52 - $18.84 $58 - $75	-4 Closed	0 $6,000
Q2 2023 Aug 14, 2023	SELL	$14.44 - $17.4 $6,526 - $7,864	-452 Reduced 99.12%	4 $74,000
Q1 2023 May 12, 2023	BUY	$16.7 - $22.59 $50 - $67	3 Added 0.66%	456 $7.7 Million
Q4 2022 Feb 15, 2023	BUY	$20.72 - $24.03 $9,386 - $10,885	453 New	453 $9.98 Million

8.14M

700

100

Ticker CIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,419,100
Market Cap $273M
Description
Civista Bancshares, Inc. operates as the financial holding company for Civista Bank that provides community banking services. It collects a range of customer deposits; and offers commercial and agriculture, commercial and residential real estate, farm real estate, real estate construction, consumer, and other loans, as well as letters of credit....

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

Stay updated on True Wealth Design, LLC with notifications on news.