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
ENIC
Enel Chile S.A.

Utilities
30
+ 100.0%
$2.54 - $2.95 $76.2 - $88.5
60 $168K
HQY
Healthequity, Inc.

Healthcare
1
New
$67.98 - $86.62 $68 - $86.6
1 $82K
PCB
Pcb Bancorp

Financial Services
4
New
$15.1 - $19.82 $60.4 - $79.3
4 $76K
MCS
Marcus Corp

Communication Services
5
New
$10.55 - $15.28 $52.8 - $76.4
5 $76K
SID
National Steel CO

Basic Materials
29
+ 40.85%
$1.99 - $2.47 $57.7 - $71.6
100 $239K
LMND
Lemonade, Inc.

Financial Services
4
New
$15.02 - $23.42 $60.1 - $93.7
4 $66K
CLDT
Chatham Lodging Trust

Real Estate
7
+ 0.77%
$7.72 - $9.14 $54 - $64
914 $7.79M
ASLE
Aer Sale Corp

Industrials
12
New
$4.74 - $7.48 $56.9 - $89.8
12 $61K
SIBN
Si Bone, Inc.

Healthcare
4
New
$12.9 - $17.11 $51.6 - $68.4
4 $56K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
4
New
$12.72 - $16.03 $50.9 - $64.1
4 $56K
TEX
Terex Corp

Industrials
1
New
$49.81 - $66.76 $49.8 - $66.8
1 $53K
Celestica Inc
2
+ 25.0%
N/A
10 $512K
BCML
Bay Com Corp

Financial Services
2
New
$19.39 - $24.63 $38.8 - $49.3
2 $48K
HBCP
Home Bancorp, Inc.

Financial Services
1
New
$38.0 - $45.41 $38 - $45.4
1 $45K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
3
New
$11.74 - $16.42 $35.2 - $49.3
3 $42K
VIV
Telefonica Brasil S.A.

Communication Services
4
New
$8.08 - $10.27 $32.3 - $41.1
4 $42K
IHRT
I Heart Media, Inc.

Communication Services
22
New
$1.07 - $1.86 $23.5 - $40.9
22 $41K
EW
Edwards Lifesciences Corp

Healthcare
5
+ 45.45%
$59.7 - $93.78 $299 - $469
16 $1.06M
ELP
Energy CO Of Parana

Utilities
4
+ 50.0%
$6.66 - $7.91 $26.6 - $31.6
12 $90K
WMG
Warner Music Group Corp.

Communication Services
1
+ 16.67%
$27.51 - $32.17 $27.5 - $32.2
7 $220K
WEYS
Weyco Group Inc

Consumer Cyclical
1
New
$28.13 - $34.81 $28.1 - $34.8
1 $35K
NTR
Nutrien Ltd.

Basic Materials
2
+ 8.7%
$45.26 - $52.2 $90.5 - $104
25 $1.2M
Cadeler A S
1
New
N/A
1 $29K
ACI
Albertsons Companies, Inc.

Consumer Defensive
4
+ 11.11%
$17.94 - $20.93 $71.8 - $83.7
40 $740K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
1
New
$10.8 - $26.57 $10.8 - $26.6
1 $26K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1
+ 33.33%
$124.33 - $156.75 $124 - $157
4 $500K
FRST
Primis Financial Corp.

Financial Services
2
New
$10.36 - $13.26 $20.7 - $26.5
2 $25K
GENC
Gencor Industries Inc

Industrials
1
New
$18.18 - $24.63 $18.2 - $24.6
1 $21K
DLX
Deluxe Corp

Communication Services
1
New
$18.84 - $24.59 $18.8 - $24.6
1 $20K
IBEX
Ibex LTD

Technology
1
New
$15.3 - $20.09 $15.3 - $20.1
1 $20K
GEO
Geo Group Inc

Real Estate
1
New
$12.12 - $17.96 $12.1 - $18
1 $13K
ONL
Orion Office Reit Inc.

Real Estate
3
New
$3.35 - $4.27 $10.1 - $12.8
3 $12K
GEOS
Geospace Technologies Corp

Energy
1
New
N/A
1 $11K
CX
Cemex Sab De Cv

Basic Materials
2
+ 2.06%
$5.6 - $6.88 $11.2 - $13.8
99 $604K
AHH
Armada Hoffler Properties, Inc.

Real Estate
18
+ 1.84%
$10.8 - $12.31 $194 - $222
994 $10.8M
DG
Dollar General Corp

Consumer Defensive
2
+ 40.0%
$80.41 - $132.42 $161 - $265
7 $592K
MCHP
Microchip Technology Inc

Technology
2
+ 7.69%
$72.0 - $95.98 $144 - $192
28 $2.25M
CVE
Cenovus Energy Inc.

Energy
4
+ 5.0%
$16.17 - $20.65 $64.7 - $82.6
84 $1.41M
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.16%
$11.82 - $14.31 $11.8 - $14.3
616 $8.15M
MRNA
Moderna, Inc.

Healthcare
1
+ 11.11%
$63.64 - $125.14 $63.6 - $125
10 $669K
STLA
Stellantis N.V.

Consumer Cyclical
3
+ 1.97%
$14.05 - $20.71 $42.2 - $62.1
155 $2.18M
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
+ 300.0%
$150.73 - $974.56 $1.36K - $8.77K
12 $1.91M
GOOG
Alphabet Inc.

Communication Services
5
+ 2.24%
$149.54 - $192.66 $748 - $963
228 $38.1M
LRCX
Lam Research Corp

Technology
4
+ 12.12%
$731.56 - $1127.3 $2.93K - $4.51K
37 $30.2M
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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