A detailed history of True Wealth Design, LLC transactions in Bank Of Marin Bancorp stock. As of the latest transaction made, True Wealth Design, LLC holds 8 shares of BMRC stock, worth $210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Holding current value
$210
% of portfolio
0.0%

Shares

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

Oct 21, 2025

BUY
$21.87 - $25.83 $174 - $206
8 New
8 $195,000

Others Institutions Holding BMRC

About Bank of Marin Bancorp


  • Ticker BMRC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 16,029,000
  • Market Cap $421M
  • Description
  • Bank of Marin Bancorp operates as the holding company for Bank of Marin that provides a range of financial services primarily to small to medium-sized businesses, professionals, not-for-profit organizations, and individuals in California, the United States. It offers personal and business checking and savings accounts; and individual retirement,...
More about BMRC
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.