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
AQST
Aquestive Therapeutics, Inc.

Healthcare
47
New
$2.4 - $5.09 $113 - $239
47 $235K
PODD
Insulet Corp

Healthcare
1
New
$180.69 - $239.01 $181 - $239
1 $233K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 33.33%
$69.44 - $84.76 $139 - $170
8 $659K
CSV
Carriage Services Inc

Consumer Cyclical
7
New
$26.02 - $33.38 $182 - $234
7 $230K
LMB
Limbach Holdings, Inc.

Industrials
3
New
$52.49 - $78.0 $157 - $234
3 $228K
GNE
Genie Energy Ltd.

Utilities
14
New
$14.89 - $17.57 $208 - $246
14 $228K
Liberty Media Corp Del
2
+ 16.67%
N/A
14 $1.09M
NI
Nisource Inc.

Utilities
3
+ 15.0%
$28.54 - $34.64 $85.6 - $104
23 $797K
ACCD
Accolade, Inc.

Healthcare
57
New
$3.4 - $4.42 $194 - $252
57 $220K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
7
New
$28.87 - $36.9 $202 - $258
7 $219K
CWK
Cushman & Wakefield PLC

Real Estate
15
New
$10.08 - $13.8 $151 - $207
15 $205K
TTD
Trade Desk, Inc.

Technology
1
+ 12.5%
$83.08 - $110.79 $83.1 - $111
9 $987K
HMY
Harmony Gold Mining CO LTD

Basic Materials
9
+ 8.11%
$8.48 - $11.22 $76.3 - $101
120 $1.22M
TECH
Bio Techne Corp

Healthcare
2
+ 40.0%
$70.96 - $82.35 $142 - $165
7 $560K
UNF
Unifirst Corp

Industrials
1
New
$164.34 - $198.74 $164 - $199
1 $199K
ASX
Ase Technology Holding Co., Ltd.

Technology
52
+ 26.67%
$8.6 - $12.5 $447 - $650
247 $2.41M
MSBI
Midland States Bancorp, Inc.

Financial Services
8
New
$20.72 - $26.02 $166 - $208
8 $180K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4
New
$40.14 - $52.13 $161 - $209
4 $177K
TPB
Turning Point Brands, Inc.

Consumer Defensive
4
New
$32.43 - $43.15 $130 - $173
4 $173K
MHO
M/I Homes, Inc.

Consumer Cyclical
1
New
$116.02 - $172.21 $116 - $172
1 $172K
Tko Group Holdings Inc
1
+ 33.33%
N/A
4 $495K
TPC
Tutor Perini Corp

Industrials
6
New
$17.36 - $27.17 $104 - $163
6 $163K
AES
Aes Corp

Utilities
5
+ 20.0%
$16.18 - $20.07 $80.9 - $100
30 $602K
QTRX
Quanterix Corp

Healthcare
12
New
$10.92 - $16.36 $131 - $196
12 $156K
VERV
Verve Therapeutics, Inc.

Healthcare
31
New
$4.4 - $7.86 $136 - $244
31 $151K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 12.5%
$131.04 - $147.11 $131 - $147
9 $1.26M
NOK
Nokia Corp

Technology
26
+ 42.62%
$3.62 - $4.48 $94.1 - $116
87 $381K
MNST
Monster Beverage Corp

Consumer Defensive
2
+ 11.11%
$45.01 - $52.47 $90 - $105
20 $1.04M
FNV
Franco Nevada Corp

Basic Materials
1
+ 33.33%
$116.95 - $131.12 $117 - $131
4 $497K
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 100.0%
$128.47 - $280.94 $642 - $1.4K
10 $1.55M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2
+ 6.9%
$28.08 - $32.61 $56.2 - $65.2
31 $981K
UNTY
Unity Bancorp Inc

Financial Services
4
New
$27.1 - $35.56 $108 - $142
4 $137K
FTV
Fortive Corp

Technology
1
+ 8.33%
$67.01 - $79.2 $67 - $79.2
13 $1.03M
WTRG
Essential Utilities, Inc.

Utilities
3
+ 25.0%
$36.74 - $41.49 $110 - $124
15 $579K
CIVB
Civista Bancshares, Inc.

Financial Services
7
New
$14.36 - $18.98 $101 - $133
7 $130K
DSGX
Descartes Systems Group Inc

Technology
1
+ 33.33%
$93.79 - $104.9 $93.8 - $105
4 $412K
Mind Medicine Mindmed Inc
19
New
N/A
19 $109K
ACT
Enact Holdings, Inc.

Financial Services
3
New
$30.19 - $36.99 $90.6 - $111
3 $109K
ALTG
Alta Equipment Group Inc.

Industrials
16
New
$5.59 - $11.07 $89.4 - $177
16 $108K
EQT
Eqt Corp

Energy
3
+ 21.43%
$30.21 - $37.21 $90.6 - $112
17 $623K
SB
Safe Bulkers, Inc.

Industrials
20
New
$4.52 - $6.15 $90.4 - $123
20 $104K
NAT
Nordic American Tankers LTD

Industrials
28
New
$3.98 - $3.98 $111 - $111
28 $103K
Bw Lpg LTD
7
New
N/A
7 $101K
PLUS
Eplus Inc

Technology
1
New
$71.76 - $101.07 $71.8 - $101
1 $99K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
7
New
$10.86 - $13.86 $76 - $97
7 $96K
LMAT
Lemaitre Vascular Inc

Healthcare
1
New
$80.3 - $92.89 $80.3 - $92.9
1 $93K
SSBK
Southern States Bancshares, Inc.

Financial Services
3
New
$26.0 - $33.51 $78 - $101
3 $93K
RDFN
Redfin Corp

Real Estate
7
New
$5.64 - $14.45 $39.5 - $101
7 $88K
GFL
Gfl Environmental Inc.

Industrials
2
+ 25.0%
$37.64 - $43.49 $75.3 - $87
10 $399K
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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