True Wealth Design, LLC Banks—Regional

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.6B
$107 Million 0.04% of portfolio
2,615
Q3 2024 New
$63.6B
$51.3 Million 0.02% of portfolio
1,200
Q3 2024 New
$8.8B
$46.6 Million 0.02% of portfolio
784
Q3 2024 New
$537M
$39 Million 0.02% of portfolio
2,581
Q3 2024 Reduced 32.19%
$11.2B
$35.8 Million 0.01% of portfolio
2,308
Q3 2024 New
$25.8B
$33.6 Million 0.01% of portfolio
2,283
Q3 2024 Reduced 34.94%
$84.9B
$26.2 Million 0.01% of portfolio
142
Q3 2024 Reduced 5.33%
$9.13B
$22.9 Million 0.01% of portfolio
205
Q3 2024 New
$5.84B
$20 Million 0.01% of portfolio
466
Q3 2024 New
$7.9B
$17.7 Million 0.01% of portfolio
169
Q3 2024 New
$38.2B
$14.1 Million 0.01% of portfolio
79
Q3 2024 New
$10.2B
$10.6 Million 0.0% of portfolio
123
Q3 2024 Reduced 99.15%
$809M
$8.85 Million 0.0% of portfolio
476
Q3 2024 New
$7.19B
$8.82 Million 0.0% of portfolio
88
Q3 2024 New
$1.62B
$8.29 Million 0.0% of portfolio
315
Q3 2024 New
$3.37B
$7.21 Million 0.0% of portfolio
122
Q3 2024 New
$957M
$7.1 Million 0.0% of portfolio
1,216
Q3 2024 New
$8.38B
$6.98 Million 0.0% of portfolio
157
Q3 2024 New
$78B
$6.86 Million 0.0% of portfolio
150
Q3 2024 New
$1.37B
$6.74 Million 0.0% of portfolio
84
Q3 2024 New
$1.63B
$6.47 Million 0.0% of portfolio
108
Q3 2024 New
$3.32B
$3.5 Million 0.0% of portfolio
96
Q3 2024 New
$1.55B
$3.31 Million 0.0% of portfolio
67
Q3 2024 New
$667M
$3.3 Million 0.0% of portfolio
284
Q3 2024 New
$2.17B
$3.15 Million 0.0% of portfolio
70
Q3 2024 New
$1.77B
$2.92 Million 0.0% of portfolio
65
Q3 2024 New
$5.08B
$2.83 Million 0.0% of portfolio
45
Q3 2024 New
$562M
$2.01 Million 0.0% of portfolio
292
Q3 2024 New
$540M
$1.94 Million 0.0% of portfolio
133
Q3 2024 New
$9.31B
$1.86 Million 0.0% of portfolio
31
Q3 2024 New
$599M
$1.84 Million 0.0% of portfolio
42
Q3 2024 New
$642M
$1.74 Million 0.0% of portfolio
54
Q3 2024 New
$4.98B
$1.5 Million 0.0% of portfolio
24
Q3 2024 New
$807M
$1.17 Million 0.0% of portfolio
75
Q3 2024 New
$968M
$1.14 Million 0.0% of portfolio
113
Q3 2024 New
$923M
$873,000 0.0% of portfolio
31
Q3 2024 New
$229M
$815,000 0.0% of portfolio
66
Q3 2024 New
$330M
$605,000 0.0% of portfolio
47
Q3 2024 New
$1.01B
$542,000 0.0% of portfolio
18
Q3 2024 New
$178M
$458,000 0.0% of portfolio
18
Q3 2024 New
$428M
$433,000 0.0% of portfolio
17
Q3 2024 New
$241M
$385,000 0.0% of portfolio
8
Q3 2024 New
$219M
$284,000 0.0% of portfolio
18
Q3 2024 New
$358M
$277,000 0.0% of portfolio
12
Q3 2024 New
$605M
$180,000 0.0% of portfolio
8
Q3 2024 New
$490M
$137,000 0.0% of portfolio
4
Q3 2024 New
$353M
$130,000 0.0% of portfolio
7
Q3 2024 New
$323M
$93,000 0.0% of portfolio
3
Q3 2024 New
$321M
$76,000 0.0% of portfolio
4
Q3 2024 New
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