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
$23.2B
$107 Million 0.04% of portfolio
2,615
Q3 2024 New
$62.1B
$51.3 Million 0.02% of portfolio
1,200
Q3 2024 New
$8.57B
$46.6 Million 0.02% of portfolio
784
Q3 2024 New
$526M
$39 Million 0.02% of portfolio
2,581
Q3 2024 Reduced 32.19%
$10.8B
$35.8 Million 0.01% of portfolio
2,308
Q3 2024 New
$25.4B
$33.6 Million 0.01% of portfolio
2,283
Q3 2024 Reduced 34.94%
$83.1B
$26.2 Million 0.01% of portfolio
142
Q3 2024 Reduced 5.33%
$8.95B
$22.9 Million 0.01% of portfolio
205
Q3 2024 New
$5.72B
$20 Million 0.01% of portfolio
466
Q3 2024 New
$7.78B
$17.7 Million 0.01% of portfolio
169
Q3 2024 New
$37.5B
$14.1 Million 0.01% of portfolio
79
Q3 2024 New
$9.94B
$10.6 Million 0.0% of portfolio
123
Q3 2024 Reduced 99.15%
$785M
$8.85 Million 0.0% of portfolio
476
Q3 2024 New
$7.12B
$8.82 Million 0.0% of portfolio
88
Q3 2024 New
$1.59B
$8.29 Million 0.0% of portfolio
315
Q3 2024 New
$3.29B
$7.21 Million 0.0% of portfolio
122
Q3 2024 New
$929M
$7.1 Million 0.0% of portfolio
1,216
Q3 2024 New
$8.15B
$6.98 Million 0.0% of portfolio
157
Q3 2024 New
$76.4B
$6.86 Million 0.0% of portfolio
150
Q3 2024 New
$1.35B
$6.74 Million 0.0% of portfolio
84
Q3 2024 New
$1.6B
$6.47 Million 0.0% of portfolio
108
Q3 2024 New
$3.24B
$3.5 Million 0.0% of portfolio
96
Q3 2024 New
$1.52B
$3.31 Million 0.0% of portfolio
67
Q3 2024 New
$644M
$3.3 Million 0.0% of portfolio
284
Q3 2024 New
$2.11B
$3.15 Million 0.0% of portfolio
70
Q3 2024 New
$1.7B
$2.92 Million 0.0% of portfolio
65
Q3 2024 New
$4.92B
$2.83 Million 0.0% of portfolio
45
Q3 2024 New
$556M
$2.01 Million 0.0% of portfolio
292
Q3 2024 New
$520M
$1.94 Million 0.0% of portfolio
133
Q3 2024 New
$9.02B
$1.86 Million 0.0% of portfolio
31
Q3 2024 New
$588M
$1.84 Million 0.0% of portfolio
42
Q3 2024 New
$628M
$1.74 Million 0.0% of portfolio
54
Q3 2024 New
$4.84B
$1.5 Million 0.0% of portfolio
24
Q3 2024 New
$797M
$1.17 Million 0.0% of portfolio
75
Q3 2024 New
$942M
$1.14 Million 0.0% of portfolio
113
Q3 2024 New
$904M
$873,000 0.0% of portfolio
31
Q3 2024 New
$224M
$815,000 0.0% of portfolio
66
Q3 2024 New
$321M
$605,000 0.0% of portfolio
47
Q3 2024 New
$994M
$542,000 0.0% of portfolio
18
Q3 2024 New
$171M
$458,000 0.0% of portfolio
18
Q3 2024 New
$421M
$433,000 0.0% of portfolio
17
Q3 2024 New
$238M
$385,000 0.0% of portfolio
8
Q3 2024 New
$211M
$284,000 0.0% of portfolio
18
Q3 2024 New
$358M
$277,000 0.0% of portfolio
12
Q3 2024 New
$591M
$180,000 0.0% of portfolio
8
Q3 2024 New
$482M
$137,000 0.0% of portfolio
4
Q3 2024 New
$348M
$130,000 0.0% of portfolio
7
Q3 2024 New
$321M
$93,000 0.0% of portfolio
3
Q3 2024 New
$311M
$76,000 0.0% of portfolio
4
Q3 2024 New
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