True Wealth Design, LLC GE VERNOVA INC Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
146
Previous 135 8.15%
Holding current value
$44.6 Million
Previous $44.4 Million 0.37%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
11 Added 8.15%
146 $44.6 Million
Q4 2024

Feb 14, 2025
BUY
N/A
73 Added 117.74%
135 $44.4 Million
Q3 2024

Nov 14, 2024
BUY
N/A
55 Added 785.71%
62 $15.8 Million
Q2 2024

Aug 14, 2024
BUY
N/A
7 New
7 $1.2 Million
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