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
CLH
Clean Harbors Inc

Industrials
61
New
$219.55 - $249.19 $13.4K - $15.2K
61 $14.7M
PK
Park Hotels & Resorts Inc.

Real Estate
1.08K
+ 179.2%
$13.63 - $15.7 $14.7K - $16.9K
1.68K $23.7M
Ge Vernova Inc
55
+ 785.71%
N/A
62 $15.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
193
+ 1206.25%
$61.42 - $76.46 $11.9K - $14.8K
209 $15.5M
AFG
American Financial Group Inc

Financial Services
107
New
$119.65 - $137.03 $12.8K - $14.7K
107 $14.4M
ETSY
Etsy Inc

Consumer Cyclical
259
New
$51.5 - $65.47 $13.3K - $17K
259 $14.4M
EWBC
East West Bancorp Inc

Financial Services
173
New
$70.41 - $88.25 $12.2K - $15.3K
173 $14.3M
TGT
Target Corp

Consumer Defensive
90
+ 450.0%
$133.47 - $159.25 $12K - $14.3K
110 $17.1M
MTB
M&T Bank Corp

Financial Services
79
New
$146.49 - $179.85 $11.6K - $14.2K
79 $14.1M
SQ
Block, Inc.

Technology
194
+ 64.67%
$57.21 - $72.07 $11.1K - $14K
494 $33.2M
BERY
Berry Global Group, Inc.

Consumer Cyclical
202
New
$58.01 - $69.08 $11.7K - $14K
202 $13.7M
TTC
Toro CO

Industrials
157
+ 3140.0%
$81.82 - $99.44 $12.8K - $15.6K
162 $14.1M
RSG
Republic Services, Inc.

Industrials
67
+ 744.44%
$189.34 - $208.21 $12.7K - $14K
76 $15.3M
CLX
Clorox CO

Consumer Defensive
82
+ 1640.0%
$131.73 - $166.97 $10.8K - $13.7K
87 $14.2M
MSA
Msa Safety Inc

Industrials
76
New
$167.74 - $199.9 $12.7K - $15.2K
76 $13.5M
PINC
Premier, Inc.

Healthcare
668
New
$18.37 - $21.31 $12.3K - $14.2K
668 $13.4M
SPG
Simon Property Group Inc

Real Estate
79
New
$146.09 - $170.11 $11.5K - $13.4K
79 $13.4M
DT
Dynatrace, Inc.

Technology
241
+ 2190.91%
$40.49 - $53.47 $9.76K - $12.9K
252 $13.5M
CCL
Carnival Corp

Consumer Cyclical
693
+ 474.66%
$14.01 - $19.18 $9.71K - $13.3K
839 $15.5M
MAS
Masco Corp

Industrials
147
+ 1130.77%
$64.7 - $83.94 $9.51K - $12.3K
160 $13.4M
BPMC
Blueprint Medicines Corp

Healthcare
135
New
$84.1 - $120.5 $11.4K - $16.3K
135 $12.5M
KHC
Kraft Heinz CO

Consumer Defensive
347
+ 937.84%
$31.86 - $36.13 $11.1K - $12.5K
384 $13.5M
QDEL
Quidel Ortho Corp

Healthcare
268
New
$29.96 - $46.4 $8.03K - $12.4K
268 $12.2M
OKTA
Okta, Inc.

Technology
163
+ 2037.5%
$71.0 - $100.39 $11.6K - $16.4K
171 $12.7M
UGI
Ugi Corp

Utilities
469
New
$22.23 - $25.05 $10.4K - $11.7K
469 $11.7M
POST
Post Holdings, Inc.

Consumer Defensive
101
New
$103.64 - $118.23 $10.5K - $11.9K
101 $11.7M
CCSI
Consensus Cloud Solutions, Inc.

Technology
488
New
$15.92 - $24.09 $7.77K - $11.8K
488 $11.5M
CVLT
Commvault Systems Inc

Technology
73
New
$119.99 - $155.51 $8.76K - $11.4K
73 $11.2M
STRL
Sterling Construction CO Inc

Industrials
77
New
$102.56 - $148.9 $7.9K - $11.5K
77 $11.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
178
+ 1112.5%
$50.06 - $62.82 $8.91K - $11.2K
194 $11.9M
Cava Group Inc
89
New
N/A
89 $11M
PCAR
Paccar Inc

Industrials
111
+ 693.75%
$91.64 - $109.98 $10.2K - $12.2K
127 $12.5M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
484
New
$18.88 - $22.7 $9.14K - $11K
484 $10.8M
MANH
Manhattan Associates Inc

Technology
38
+ 1266.67%
$218.59 - $286.0 $8.31K - $10.9K
41 $11.5M
Amentum Holdings Inc
334
New
N/A
334 $10.8M
TWST
Twist Bioscience Corp

Healthcare
234
New
$36.72 - $58.88 $8.59K - $13.8K
234 $10.6M
KEX
Kirby Corp

Industrials
86
New
$107.57 - $129.59 $9.25K - $11.1K
86 $10.5M
W
Wayfair Inc.

Consumer Cyclical
184
New
$38.21 - $57.23 $7.03K - $10.5K
184 $10.3M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 1.48%
$160.76 - $177.82 $2.25K - $2.49K
958 $166M
NFLX
Netflix Inc

Communication Services
14
+ 200.0%
$598.55 - $722.26 $8.38K - $10.1K
21 $14.9M
LEG
Leggett & Platt Inc

Consumer Cyclical
744
New
$10.67 - $14.12 $7.94K - $10.5K
744 $10.1M
ATI
Allegheny Technologies Inc

Industrials
151
New
$54.26 - $67.71 $8.19K - $10.2K
151 $10.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
85
New
$111.59 - $129.08 $9.49K - $11K
85 $10.1M
Atmus Filtration Technologie
267
New
N/A
267 $10M
BLDR
Builders First Source, Inc.

Industrials
47
+ 427.27%
$132.6 - $201.83 $6.23K - $9.49K
58 $11.2M
NSSC
Napco Security Technologies, Inc

Industrials
239
New
$34.23 - $58.0 $8.18K - $13.9K
239 $9.67M
VRNS
Varonis Systems Inc

Technology
170
New
$46.03 - $57.54 $7.83K - $9.78K
170 $9.61M
PPG
Ppg Industries Inc

Basic Materials
66
+ 59.46%
$118.32 - $134.55 $7.81K - $8.88K
177 $23.5M
MPWR
Monolithic Power Systems Inc

Technology
10
+ 500.0%
$757.04 - $947.16 $7.57K - $9.47K
12 $11.1M
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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