True Wealth Design, LLC Iq Merger Arbitrage ETF Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$30.97 - $31.62 $2,818 - $2,877	91 New	91 $2.87 Million

Others Institutions Holding MNA

# of Institutions

75

Shares Held

6.06M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

1.15M
Shares

$37.5 Million
0.39% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

946K
Shares

$30.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

629K
Shares

$20.5 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

466K
Shares

$15.2 Million
0.88% of portfolio
Envestnet Asset Management Inc

261K
Shares

$8.52 Million
0.0% of portfolio

About IQ MERGER ARBITRAGE ETF

Ticker MNA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

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