True Wealth Design, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

True Wealth Design, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$36.18 - $39.61 $15,159 - $16,596	-419 Reduced 11.87%	3,111 $119 Million
Q1 2024 May 14, 2024	SELL	$35.39 - $39.28 $2,300 - $2,553	-65 Reduced 1.81%	3,530 $139 Million
Q3 2023 Nov 13, 2023	BUY	$32.42 - $178.83 $87,080 - $480,337	2,686 Added 295.49%	3,595 $119 Million
Q2 2023 Aug 14, 2023	SELL	$154.7 - $172.29 $4,176 - $4,651	-27 Reduced 2.88%	909 $156 Million
Q1 2023 May 12, 2023	SELL	$156.56 - $179.35 $54,326 - $62,234	-347 Reduced 27.05%	936 $154 Million
Q4 2022 Feb 15, 2023	BUY	$29.73 - $170.26 $38,143 - $218,443	1,283 New	1,283 $203 Million

290

41.4M

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

Stay updated on True Wealth Design, LLC with notifications on news.