True Wealth Design, LLC Expensify, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 35 shares of EXFY stock, worth $55. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35Holding current value
$55% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding EXFY
# of Institutions
101Shares Held
30.1MCall Options Held
260KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA4.35MShares$6.91 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.07MShares$3.29 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.85MShares$2.94 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.84MShares$2.93 Million0.0% of portfolio
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Marshall Wace, LLP London, X01.55MShares$2.46 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $109M
- Description
- Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...