True Wealth Design, LLC TWO HBRS INVT CORP Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
32
Previous 21 52.38%
Holding current value
$316,000
Previous $227,000 39.21%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
11 Added 52.38%
32 $316,000
Q2 2025

Aug 06, 2025
BUY
N/A
11 Added 110.0%
21 $227,000
Q1 2025

May 13, 2025
BUY
N/A
10 New
10 $134,000
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