True Wealth Design, LLC FORGE GLOBAL HOLDINGS INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
134
Previous 107 25.23%
Holding current value
$5.97 Million
Previous $1.81 Million 230.13%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
27 Added 25.23%
134 $5.97 Million
Q3 2025

Oct 21, 2025
SELL
N/A
-3 Reduced 2.73%
107 $1.81 Million
Q2 2025

Aug 06, 2025
BUY
N/A
110 New
110 $2.1 Million
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