Number of Shares
6
Previous 188 96.81%
Holding current value
$1.38 Million
Previous $42 Million 96.72%
% of portfolio
0.0%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
N/A
-182 Reduced 96.81%
6 $1.38 Million
Q3 2024

Nov 14, 2024

BUY
N/A
183 Added 3660.0%
188 $42 Million
Q2 2024

Aug 14, 2024

BUY
N/A
5 New
5 $1.02 Million
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.