True Wealth Design, LLC THOMSON REUTERS CORP Transaction History

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
7
Previous 5 40.0%
Holding current value
$1.41 Million
Previous $864,000 62.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
2 Added 40.0%
7 $1.41 Million
Q4 2024

Feb 14, 2025
BUY
N/A
1 Added 25.0%
5 $802,000
Q2 2024

Aug 14, 2024
BUY
N/A
1 Added 33.33%
4 $675,000
Q4 2023

Feb 14, 2024
BUY
N/A
2 Added 200.0%
3 $439,000
Q3 2023

Nov 13, 2023
BUY
N/A
1 New
1 $123,000
Q2 2023

Aug 14, 2023
BUY
N/A
0 New
0 $1,000
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