True Wealth Design, LLC Purchases and Sells in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Top Buys

Incresed Positions

1208 operations
Stock Shares change Price Range Shares Held Trade History
21.6K
+ 89.95%
$81.38 - $100.82 $1.75M - $2.17M
45.5K $4.59B
16.1K
+ 566.08%
$42.02 - $53.63 $678K - $866K
19K $1.02B
2.64K
+ 4.1%
$59.32 - $74.36 $156K - $196K
66.9K $4.95B
5.95K
+ 85.37%
N/A
12.9K $507M
143
+ 14.8%
$354.56 - $497.45 $50.7K - $71.1K
1.11K $551M
4.34K
+ 112.68%
N/A
8.18K $323M
View all

New Holdings

238 operations
Stock Shares change Price Range Shares Held Trade History
SIMPLIFY EXCHANGE TRADED FUN
203K
New
N/A
203K $10.2B
745K
New
N/A
745K $10.1B
SIMPLIFY EXCHANGE TRADED FUN
148K
New
N/A
148K $7.2B
PIMCO ETF TR
68.1K
New
N/A
68.1K $1.81B
AMERICAN CENTY ETF TR
28.8K
New
N/A
28.8K $1.56B
TIDAL TR II
7.65K
New
N/A
7.65K $178M
View all

Top Sells

Reduced Positions

778 operations
Stock Shares change Price Range Shares Held Trade History
EA SERIES TRUST
-201K
- 35.16%
N/A
371K $41.8B
-59.4K
- 7.79%
$29.36 - $35.56 $1.74M - $2.11M
704K $25B
-7.03K
- 13.28%
$44.8 - $53.97 $315K - $379K
45.9K $2.48B
-2.06K
- 63.72%
$82.66 - $106.1 $170K - $219K
1.17K $105M
-2.34K
- 77.82%
$53.4 - $64.29 $125K - $151K
668 $36.2M
-240
- 95.24%
$506.56 - $576.74 $122K - $138K
12 $6.92M
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-6
Closed
$50.76 - $72.25 $305 - $434
0 $29K
-3
Closed
$34.56 - $62.52 $104 - $188
0 $6K
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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