True Wealth Design, LLC DAVE INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
87
Previous 89 2.25%
Holding current value
$17.3 Million
Previous $23.9 Million 27.4%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-2 Reduced 2.25%
87 $17.3 Million
Q4 2024

Feb 14, 2025
BUY
N/A
3 Added 3.49%
89 $7.74 Million
Q3 2024

Nov 14, 2024
BUY
N/A
86 New
86 $3.44 Million
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