True Wealth Design, LLC Chicago Atlantic Real Estate Finance, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Chicago Atlantic Real Estate Finance, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 16 shares of REFI stock, worth $206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 13
23.08%
Holding current value
$206
Previous $182,000
12.64%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding REFI
# of Institutions
101Shares Held
7.01MCall Options Held
0Put Options Held
14.9K-
Black Rock Inc. New York, NY1.41MShares$18.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA922KShares$11.9 Million0.0% of portfolio
-
Fielder Capital Group LLC Nashville, TN772KShares$9.94 Million2.87% of portfolio
-
State Street Corp Boston, MA508KShares$6.55 Million0.0% of portfolio
-
ETF Managers Group, LLC Summit, NJ379KShares$4.89 Million0.18% of portfolio
About Chicago Atlantic Real Estate Finance, Inc.
- Ticker REFI
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 17,657,900
- Market Cap $228M
- Description
- Chicago Atlantic Real Estate Finance, Inc. operates as a commercial real estate finance company in the United States. It originates, structures, and invests in first mortgage loans and alternative structured financings secured by commercial real estate properties. The company offers senior loans to state-licensed operators and property owners in...