A detailed history of True Wealth Design, LLC transactions in Connect One Bancorp, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 25 shares of CNOB stock, worth $597. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 33 24.24%
Holding current value
$597
Previous $765,000 18.82%
% 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

SELL
$22.24 - $26.24 $177 - $209
-8 Reduced 24.24%
25 $621,000
Q2 2025

Aug 06, 2025

BUY
$20.95 - $24.78 $167 - $198
8 Added 32.0%
33 $765,000
Q1 2025

May 13, 2025

BUY
$21.51 - $27.55 $537 - $688
25 New
25 $608,000

Others Institutions Holding CNOB

About ConnectOne Bancorp, Inc.


  • Ticker CNOB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 39,243,100
  • Market Cap $938M
  • Description
  • ConnectOne Bancorp, Inc. operates as the bank holding company for ConnectOne Bank that provides commercial banking products and services for small and mid-sized businesses, local professionals, and individuals in the Northern New Jersey and New York Metropolitan area, and South Florida market. The company offers personal and business checking, r...
More about CNOB
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.