True Wealth Design, LLC STAR HLDGS Transaction History

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
72
Previous 33 118.18%
Holding current value
$563,000
Previous $281,000 100.36%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
39 Added 118.18%
72 $563,000
Q1 2025

May 13, 2025
SELL
N/A
-91 Reduced 73.39%
33 $281,000
Q4 2024

Feb 14, 2025
BUY
N/A
124 New
124 $1.21 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.

Choose your preferred platform and Sign Up 👇 Telegram Email