True Wealth Design, LLC Purchases and Sells in Q1 2024

True Wealth Design, LLC

$401 Billion
Q1 2024

Top Buys

Incresed Positions

563 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	327K + 31.19%	$24.62 - $26.83 $8.05M - $8.77M	1.38M $36.8B
DFAC	173K + 10.82%	$28.62 - $31.95 $4.94M - $5.52M	1.77M $56.5B
DUHP	122K + 15.23%	$28.16 - $31.61 $3.44M - $3.86M	924K $29.2B
DIHP	104K + 23.5%	$24.77 - $26.98 $2.57M - $2.8M	546K $14.7B
EA SERIES TRUST	15.7K + 3.45%	N/A	470K $50.1B
DFEV	26.9K + 3.63%	$23.76 - $25.97 $639K - $698K	767K $19.9B

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	302K New	$50.23 - $50.46 $15.2M - $15.3M	302K $15.2B
MTG	44.1K New	$18.93 - $22.36 $834K - $985K	44.1K $985M
VNT	21.7K New	$33.43 - $45.36 $724K - $982K	21.7K $982M
RE	2.3K New	N/A	2.3K $913M
HRB	18.1K New	$45.44 - $50.49 $822K - $913K	18.1K $888M
NRZ	78.5K New	N/A	78.5K $876M

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LEN	-6.67K - 99.87%	$145.07 - $171.98 $967K - $1.15M	9 $1.55M
PHM	-9.58K - 99.76%	$100.31 - $120.62 $961K - $1.16M	23 $2.78M
AMGN	-2.94K - 95.55%	$268.87 - $324.56 $791K - $955K	137 $39M
AGCO	-6.6K - 99.91%	$106.47 - $124.26 $702K - $820K	6 $739K
IPG	-24.1K - 99.91%	$30.78 - $33.4 $742K - $806K	22 $718K
BIL	-2.23K - 16.38%	$91.4 - $91.8 $204K - $205K	11.4K $1.05B

Activity Summary All Purchases 606 New Holdings 43 Increased Positions 563 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

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