True Wealth Design, LLC Fiscal Note Holdings, Inc. Transaction History

True Wealth Design, LLC

$327 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$0.48 - $0.79 $2 - $3	5 Added 19.23%	31 $17,000
Q1 2025 May 13, 2025	BUY	$0.81 - $1.93 $21 - $50	26 New	26 $22,000

Others Institutions Holding NOTE

# of Institutions

80

Shares Held

53.6M

Call Options Held

352K

Put Options Held

273K

Maso Capital Partners LTD Hong Kong, K3

29.5M
Shares

$136 Million
36.03% of portfolio
Black Rock Inc. New York, NY

4.1M
Shares

$19 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

3.93M
Shares

$18.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.21M
Shares

$10.2 Million
0.0% of portfolio
Stonehill Capital Management LLC New York, NY

1.67M
Shares

$7.75 Million
0.39% of portfolio

About FiscalNote Holdings, Inc.

Ticker NOTE
Sector Technology
Industry Information Technology Services
Shares Outstandng 123,121,000
Market Cap $570M

More about NOTE

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