True Wealth Design, LLC First Western Financial Inc Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in First Western Financial Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 8 shares of MYFW stock, worth $181. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 4
100.0%
Holding current value
$181
Previous $91,000
103.3%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MYFW
# of Institutions
84Shares Held
6.29MCall Options Held
0Put Options Held
0-
North Reef Capital Management LP Laguna Beach, CA546KShares$12.4 Million0.56% of portfolio
-
Black Rock Inc. New York, NY510KShares$11.5 Million0.0% of portfolio
-
Banc Funds CO LLC Chicago, IL491KShares$11.1 Million2.27% of portfolio
-
Vanguard Group Inc Valley Forge, PA433KShares$9.82 Million0.0% of portfolio
-
Alliancebernstein L.P. New York, NY357KShares$8.1 Million0.0% of portfolio
About First Western Financial Inc
- Ticker MYFW
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 9,492,010
- Market Cap $215M
- Description
- First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...