True Wealth Design, LLC Software—Application

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.45B
$136 Million 0.05% of portfolio
552
Q4 2024 Added 64.29%
$7.37B
$118 Million 0.05% of portfolio
2,111
Q4 2024 Added 188.39%
$16.6B
$114 Million 0.04% of portfolio
677
Q4 2024 Added 14.36%
$19.6B
$107 Million 0.04% of portfolio
1,307
Q4 2024 Added 9.37%
$30.1B
$88.5 Million 0.03% of portfolio
127
Q4 2024 Added 8.55%
$4.53B
$73.1 Million 0.03% of portfolio
1,297
Q4 2024 Added 19.98%
$52.1B
$71.3 Million 0.03% of portfolio
462
Q4 2024 Added 125.37%
$4.21B
$55 Million 0.02% of portfolio
4,264
Q4 2024 Added 98.42%
$47.9B
$41.8 Million 0.02% of portfolio
21
Q4 2024 Added 5.0%
$21.2B
$41.8 Million 0.02% of portfolio
551
Q4 2024 Added 163.64%
$2.34B
$40.1 Million 0.02% of portfolio
2,087
Q4 2024 Added 20.43%
$32.2B
$37.1 Million 0.01% of portfolio
259
Q4 2024 Added 7.02%
$10.1B
$35.7 Million 0.01% of portfolio
110
Q4 2024 Added 19.57%
$6.21B
$35 Million 0.01% of portfolio
376
Q4 2024 Added 1.62%
$50.8B
$29.8 Million 0.01% of portfolio
115
Q4 2024 Reduced 21.23%
$3.94B
$25.2 Million 0.01% of portfolio
1,357
Q4 2024 Added 105.3%
$2.4B
$21.2 Million 0.01% of portfolio
605
Q4 2024 New
$14.7B
$13.8 Million 0.01% of portfolio
254
Q4 2024 Added 0.79%
$7.58B
$11.9 Million 0.0% of portfolio
79
Q4 2024 Added 8.22%
$388M
$11.5 Million 0.0% of portfolio
1,469
Q4 2024 Added 0.75%
$174B
$11.5 Million 0.0% of portfolio
11
Q4 2024 Added 57.14%
$11.1B
$11.1 Million 0.0% of portfolio
41
Q3 2024 Added 1,266.67%
$150B
$10.4 Million 0.0% of portfolio
172
Q4 2024 Added 719.05%
$289B
$8.89 Million 0.0% of portfolio
27
Q4 2024 Added 58.82%
$101B
$7.77 Million 0.0% of portfolio
24
Q4 2024 Added 20.0%
$328B
$5.17 Million 0.0% of portfolio
21
Q4 2024 Added 10.53%
$174B
$4.76 Million 0.0% of portfolio
8
Q4 2024 Added 60.0%
$53.1B
$3.52 Million 0.0% of portfolio
12
Q4 2024 Added 71.43%
$784M
$3.11 Million 0.0% of portfolio
195
Q3 2024 New
$2B
$2.26 Million 0.0% of portfolio
54
Q4 2024 New
$130B
$1.91 Million 0.0% of portfolio
18
Q4 2024 Added 28.57%
$27.5B
$1.9 Million 0.0% of portfolio
16
Q4 2024 Added 77.78%
$24.2B
$1.73 Million 0.0% of portfolio
3
Q2 2024 Added 200.0%
$959M
$1.71 Million 0.0% of portfolio
78
Q4 2024 Added 5.41%
$1.89B
$1.54 Million 0.0% of portfolio
76
Q4 2024 Reduced 78.22%
$28.4B
$1.48 Million 0.0% of portfolio
4
Q4 2024 Added 300.0%
$4.22B
$1.31 Million 0.0% of portfolio
12
Q3 2024 New
$19.1B
$1.29 Million 0.0% of portfolio
7
Q3 2024 Added 40.0%
$1.72B
$1.28 Million 0.0% of portfolio
70
Q3 2024 New
$17.1B
$1.25 Million 0.0% of portfolio
5
Q4 2024 Added 66.67%
$2.68B
$954,000 0.0% of portfolio
53
Q4 2024 Reduced 39.08%
$2.19B
$933,000 0.0% of portfolio
35
Q4 2024 Reduced 75.52%
$138M
$776,000 0.0% of portfolio
51
Q4 2024 Reduced 67.52%
$17.9B
$720,000 0.0% of portfolio
8
Q4 2024 Reduced 11.11%
$11.8B
$654,000 0.0% of portfolio
14
Q4 2024 Added 7.69%
$4.75B
$604,000 0.0% of portfolio
6
Q3 2024 New
$8.73B
$568,000 0.0% of portfolio
5
Q4 2024 Added 25.0%
$189M
$478,000 0.0% of portfolio
142
Q4 2024 Reduced 78.99%
$3.14B
$435,000 0.0% of portfolio
2
Q4 2024 New
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