True Wealth Design, LLC New Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALRM
Alarm.Com Holdings, Inc.

Technology
1
New
$52.26 - $68.81 $52.3 - $68.8
1 $61K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
11
New
$5.53 - $8.36 $60.8 - $92
11 $61K
HONE
Harbor One Bancorp, Inc.

Financial Services
5
New
$11.46 - $13.49 $57.3 - $67.5
5 $60K
RUN
Sunrun Inc.

Technology
6
New
$9.13 - $17.5 $54.8 - $105
6 $56K
SBT
Sterling Bancorp, Inc.

Financial Services
11
New
$4.41 - $4.86 $48.5 - $53.5
11 $53K
WETF
Wisdom Tree Investments, Inc.

Financial Services
5
New
N/A
5 $53K
NYT
New York Times CO

Communication Services
1
New
$52.01 - $56.83 $52 - $56.8
1 $53K
Teekay Corporation LTD
6
New
N/A
6 $42K
Hut 8 Corp
2
New
N/A
2 $41K
NTIC
Northern Technologies International Corp

Basic Materials
3
New
$11.8 - $14.42 $35.4 - $43.3
3 $41K
TENB
Tenable Holdings, Inc.

Technology
1
New
$38.71 - $43.44 $38.7 - $43.4
1 $40K
VVV
Valvoline Inc

Energy
1
New
$36.18 - $43.41 $36.2 - $43.4
1 $37K
DCOM
Dime Community Bancshares, Inc.

Financial Services
1
New
$27.53 - $36.59 $27.5 - $36.6
1 $31K
SSTK
Shutterstock, Inc.

Communication Services
1
New
$29.25 - $34.57 $29.3 - $34.6
1 $31K
Core Scientific Inc New
2
New
N/A
2 $29K
JAMF
Jamf Holding Corp.

Technology
2
New
$14.05 - $17.71 $28.1 - $35.4
2 $29K
CSTL
Castle Biosciences Inc

Healthcare
1
New
$26.52 - $34.67 $26.5 - $34.7
1 $27K
HBIO
Harvard Bioscience Inc

Healthcare
12
New
$2.02 - $2.82 $24.2 - $33.8
12 $26K
OSTK
Overstock.Com, Inc

Consumer Cyclical
5
New
N/A
5 $25K
SEMR
Se Mrush Holdings, Inc.

Technology
2
New
$11.84 - $15.24 $23.7 - $30.5
2 $24K
Critical Metals Corp
3
New
N/A
3 $21K
OPK
Opko Health, Inc.

Healthcare
8
New
$1.4 - $1.64 $11.2 - $13.1
8 $12K
CTLP
Cantaloupe, Inc.

Technology
1
New
$7.78 - $10.33 $7.78 - $10.3
1 $10K
HLLY
Holley Inc.

Consumer Cyclical
3
New
$2.59 - $3.02 $7.77 - $9.06
3 $10K
SRI
Stoneridge Inc

Consumer Cyclical
1
New
$5.69 - $10.58 $5.69 - $10.6
1 $7K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
1
New
$3.4 - $4.66 $3.4 - $4.66
1 $4K
REI
Ring Energy, Inc.

Energy
2
New
$1.22 - $1.8 $2.44 - $3.6
2 $3K
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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