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

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Fiscal Note Holdings, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 26 shares of NOTE stock, worth $15. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$15

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$0.81 - $1.93 $21 - $50	26 New	26 $22,000

Others Institutions Holding NOTE

# of Institutions

101

Shares Held

54.4M

Call Options Held

446K

Put Options Held

166K

Maso Capital Partners LTD Hong Kong, K3

29.2M
Shares

$17.5 Million
36.94% of portfolio
Vanguard Group Inc Valley Forge, PA

4.42M
Shares

$2.65 Million
0.0% of portfolio
Black Rock Inc. New York, NY

4.1M
Shares

$2.46 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$1.38 Million
0.0% of portfolio
Kennedy Capital Management, Inc. St Louis, MO

1.97M
Shares

$1.18 Million
0.04% of portfolio

View Full List

About FiscalNote Holdings, Inc.

Ticker NOTE
Sector Technology
Industry Information Technology Services
Shares Outstandng 123,121,000
Market Cap $73.9M

More about NOTE

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