True Wealth Design, LLC Newtek Business Services Corp. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Newtek Business Services Corp. stock. As of the latest transaction made, True Wealth Design, LLC holds 171 shares of NEWT stock, worth $1,745. This represents 0.0% of its overall portfolio holdings.
Number of Shares
171
Previous 69
147.83%
Holding current value
$1,745
Previous $779,000
151.35%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding NEWT
# of Institutions
136Shares Held
11.7MCall Options Held
40.8KPut Options Held
230-
Black Rock Inc. New York, NY1.83MShares$18.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.43MShares$14.6 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA630KShares$6.43 Million0.0% of portfolio
-
Marshall Wace, LLP London, X0624KShares$6.37 Million0.01% of portfolio
-
State Street Corp Boston, MA520KShares$5.3 Million0.0% of portfolio
About Newtek Business Services Corp.
- Ticker NEWT
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 24,355,600
- Market Cap $249M
- Description
- Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...