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
INCY
Incyte Corp

Healthcare
5
+ 100.0%
$57.33 - $68.61 $287 - $343
10 $661K
PTC
Ptc Inc.

Technology
2
+ 40.0%
$164.85 - $187.32 $330 - $375
7 $1.27M
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 5.88%
$73.58 - $89.21 $73.6 - $89.2
18 $1.61M
NRG
Nrg Energy, Inc.

Utilities
1
+ 5.26%
$68.89 - $91.22 $68.9 - $91.2
20 $1.82M
Root Inc
9
New
N/A
9 $341K
COCO
Vita Coco Company, Inc.

Consumer Defensive
12
New
$23.67 - $30.42 $284 - $365
12 $340K
NRIX
Nurix Therapeutics, Inc.

Healthcare
15
New
$18.93 - $25.69 $284 - $385
15 $338K
FLEX
Flex Ltd.

Technology
6
+ 17.14%
$28.1 - $34.0 $169 - $204
41 $1.37M
ARRY
Array Technologies, Inc.

Technology
51
New
$5.69 - $11.76 $290 - $600
51 $337K
SKYT
Sky Water Technology, Inc

Technology
37
New
$5.72 - $10.2 $212 - $377
37 $336K
ACCO
Acco Brands Corp

Industrials
61
New
$4.48 - $5.53 $273 - $337
61 $334K
XFOR
X4 Pharmaceuticals, Inc

Healthcare
486
New
$0.54 - $0.86 $262 - $418
486 $326K
PRLB
Proto Labs Inc

Industrials
11
New
$27.59 - $34.97 $303 - $385
11 $324K
UCTT
Ultra Clean Holdings, Inc.

Technology
8
New
$32.7 - $56.18 $262 - $449
8 $320K
AZPN
Aspen Technology, Inc.

Technology
1
+ 50.0%
$172.9 - $239.26 $173 - $239
3 $717K
SCS
Steelcase Inc

Industrials
23
New
$12.27 - $14.49 $282 - $333
23 $311K
UWMC
Uwm Holdings Corp

Financial Services
36
New
$6.62 - $9.52 $238 - $343
36 $307K
AZN
Astrazeneca PLC

Healthcare
4
+ 4.0%
$76.67 - $87.62 $307 - $350
104 $8.1M
KT
Kt Corp

Communication Services
6
+ 4.92%
$13.14 - $15.8 $78.8 - $94.8
128 $1.97M
DHT
Dht Holdings, Inc.

Energy
27
New
$10.25 - $12.05 $277 - $325
27 $298K
SWX
Southwest Gas Holdings, Inc.

Utilities
4
New
$68.16 - $75.87 $273 - $303
4 $296K
ASC
Ardmore Shipping Corp

Industrials
16
New
$16.83 - $22.44 $269 - $359
16 $290K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
+ 12.5%
$85.44 - $110.36 $85.4 - $110
9 $994K
ICLR
Icon PLC

Healthcare
1
New
$280.48 - $346.2 $280 - $346
1 $288K
WLDN
Willdan Group, Inc.

Industrials
7
New
$29.09 - $41.12 $204 - $288
7 $287K
CMS
Cms Energy Corp

Utilities
2
+ 15.38%
$58.7 - $70.62 $117 - $141
15 $1.06M
CAG
Conagra Brands Inc.

Consumer Defensive
6
+ 27.27%
$28.13 - $32.83 $169 - $197
28 $911K
HMST
Home Street, Inc.

Financial Services
18
New
$11.0 - $16.0 $198 - $288
18 $284K
ALKT
Alkami Technology, Inc.

Technology
9
New
$28.87 - $34.1 $260 - $307
9 $284K
AVTR
Avantor, Inc.

Basic Materials
4
+ 10.53%
$20.58 - $27.7 $82.3 - $111
42 $1.09M
CE
Celanese Corp

Basic Materials
2
+ 28.57%
$119.16 - $147.51 $238 - $295
9 $1.22M
RBB
Rbb Bancorp

Financial Services
12
New
$18.8 - $18.8 $226 - $226
12 $277K
KIND
Nextdoor Holdings, Inc.

Communication Services
109
New
$2.26 - $2.93 $246 - $319
109 $271K
EBF
Ennis, Inc.

Industrials
11
New
$21.25 - $25.25 $234 - $278
11 $268K
RPM
Rpm International Inc

Basic Materials
1
+ 9.09%
$103.91 - $125.03 $104 - $125
12 $1.45M
ASR
Southeast Airport Group

Industrials
1
+ 100.0%
$258.1 - $317.47 $258 - $317
2 $566K
LNT
Alliant Energy Corp

Utilities
2
+ 14.29%
$50.74 - $60.74 $101 - $121
16 $972K
PPL
Ppl Corp

Utilities
4
+ 17.39%
$27.36 - $33.08 $109 - $132
27 $894K
ETR
Entergy Corp

Utilities
1
+ 20.0%
$104.75 - $131.61 $105 - $132
6 $790K
RELX
Relx PLC

Communication Services
5
+ 50.0%
$44.1 - $48.86 $221 - $244
15 $712K
ENPH
Enphase Energy, Inc.

Technology
2
+ 100.0%
$95.77 - $123.65 $192 - $247
4 $453K
EXC
Exelon Corp

Utilities
3
+ 13.64%
$34.24 - $40.55 $103 - $122
25 $1.01M
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 28.57%
$31.8 - $38.86 $127 - $155
18 $699K
OSUR
Orasure Technologies Inc

Healthcare
58
New
$3.93 - $4.59 $228 - $266
58 $248K
AOS
Smith A O Corp

Industrials
2
+ 25.0%
$76.95 - $91.98 $154 - $184
10 $899K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 16.67%
$138.06 - $172.74 $138 - $173
7 $1.15M
ERIC
Ericsson Lm Telephone CO

Technology
24
+ 60.0%
$6.19 - $7.77 $149 - $186
64 $486K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 12.5%
$77.68 - $96.19 $77.7 - $96.2
9 $866K
SBSW
Sibanye Stillwater LTD

Basic Materials
62
+ 84.93%
$3.18 - $4.96 $197 - $308
135 $555K
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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