True Wealth Design, LLC Purchases in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
1
+ 50.0%
$286.16 - $399.6 $286 - $400
3 $1.2M
GTN
Gray Television Inc

Communication Services
113
New
$4.23 - $6.5 $478 - $735
113 $606K
FLIC
First Of Long Island Corp

Financial Services
47
New
$9.92 - $13.51 $466 - $635
47 $605K
SRRK
Scholar Rock Holding Corp

Healthcare
72
New
$7.63 - $9.71 $549 - $699
72 $577K
WAT
Waters Corp

Healthcare
1
+ 33.33%
$282.7 - $359.89 $283 - $360
4 $1.44M
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 50.0%
$88.06 - $109.5 $352 - $438
12 $1.31M
LEN
Lennar Corp

Consumer Cyclical
1
+ 10.0%
$142.5 - $192.45 $143 - $192
11 $2.06M
TGI
Triumph Group Inc

Industrials
43
New
$12.62 - $17.51 $543 - $753
43 $555K
NEM
Newmont Corp

Basic Materials
6
+ 30.0%
$41.65 - $55.85 $250 - $335
26 $1.39M
JCI
Johnson Controls International PLC

Industrials
4
+ 19.05%
$65.52 - $77.61 $262 - $310
25 $1.94M
LUNG
Pulmonx Corp

Healthcare
65
New
$5.59 - $8.58 $363 - $558
65 $539K
TDY
Teledyne Technologies Inc

Technology
1
+ 50.0%
$381.47 - $437.71 $381 - $438
3 $1.31M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 33.33%
$178.41 - $210.18 $357 - $420
8 $1.59M
AEE
Ameren Corp

Utilities
5
+ 100.0%
$70.45 - $87.46 $352 - $437
10 $875K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
28
New
$13.65 - $23.25 $382 - $651
28 $516K
Anaptysbio Inc
15
New
N/A
15 $503K
QTWO
Q2 Holdings, Inc.

Technology
6
New
$60.19 - $81.55 $361 - $489
6 $479K
FLNC
Fluence Energy, Inc.

Utilities
21
New
$13.84 - $22.92 $291 - $481
21 $477K
FAST
Fastenal CO

Industrials
4
+ 18.18%
$62.09 - $71.83 $248 - $287
26 $1.86M
Spyre Therapeutics Inc
16
New
N/A
16 $471K
UTMD
Utah Medical Products Inc

Healthcare
7
New
$65.79 - $75.08 $461 - $526
7 $469K
BSY
Bentley Systems Inc

Technology
9
+ 225.0%
$44.79 - $51.95 $403 - $468
13 $661K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
112
New
$3.93 - $7.04 $440 - $788
112 $462K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
18
New
$25.39 - $32.08 $457 - $577
18 $458K
CWCO
Consolidated Water Co. Ltd.

Utilities
18
New
$24.44 - $29.49 $440 - $531
18 $454K
NKTX
Nkarta, Inc.

Healthcare
100
New
$4.52 - $8.0 $452 - $800
100 $452K
BLD
Top Build Corp

Industrials
1
+ 50.0%
$360.4 - $479.09 $360 - $479
3 $1.22M
A
Agilent Technologies, Inc.

Healthcare
2
+ 25.0%
$125.42 - $148.48 $251 - $297
10 $1.49M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 12.5%
$206.81 - $251.55 $207 - $252
9 $2.13M
FISI
Financial Institutions Inc

Financial Services
17
New
$18.61 - $27.58 $316 - $469
17 $433K
FTDR
Frontdoor, Inc.

Consumer Cyclical
9
New
$33.01 - $48.88 $297 - $440
9 $432K
LYEL
Lyell Immunopharma, Inc.

Healthcare
313
New
$1.13 - $1.88 $354 - $588
313 $432K
ATRC
Atri Cure, Inc.

Healthcare
15
New
$20.34 - $29.5 $305 - $443
15 $421K
OSPN
One Span Inc.

Technology
25
New
$12.5 - $16.65 $313 - $416
25 $417K
EDIT
Editas Medicine, Inc.

Healthcare
120
New
$3.39 - $5.96 $407 - $715
120 $410K
TECK
Teck Resources LTD

Basic Materials
6
+ 28.57%
$43.48 - $53.4 $261 - $320
27 $1.41M
GOGL
Golden Ocean Group LTD

Industrials
30
New
$11.06 - $14.12 $332 - $424
30 $402K
GIS
General Mills Inc

Consumer Defensive
2
+ 8.33%
$62.5 - $75.15 $125 - $150
26 $1.92M
IESC
Ies Holdings, Inc.

Industrials
2
New
$134.29 - $199.7 $269 - $399
2 $400K
CPB
Campbell Soup CO

Consumer Defensive
7
+ 46.67%
$45.01 - $51.89 $315 - $363
22 $1.08M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 50.0%
$320.55 - $412.94 $321 - $413
3 $1.17M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 8.33%
$138.85 - $182.81 $139 - $183
13 $2.31M
CHMG
Chemung Financial Corp

Financial Services
8
New
$43.9 - $50.48 $351 - $404
8 $385K
TRN
Trinity Industries Inc

Industrials
11
New
$28.66 - $36.5 $315 - $402
11 $384K
TRGP
Targa Resources Corp.

Energy
1
+ 8.33%
$127.86 - $156.46 $128 - $156
13 $1.93M
Siriusxm Holdings Inc
16
New
N/A
16 $379K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 50.0%
$290.56 - $383.07 $291 - $383
3 $973K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 50.0%
$354.52 - $391.16 $355 - $391
3 $1.13M
AVNS
Avanos Medical, Inc.

Healthcare
15
New
$19.21 - $24.69 $288 - $370
15 $361K
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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