True Wealth Design, LLC Stifel Financial Corp Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 2025
A detailed history of True Wealth Design, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 470 shares of SF stock, worth $56,776. This represents 0.02% of its overall portfolio holdings.
Number of Shares
470
Previous 182
158.24%
Holding current value
$56,776
Previous $20.7 Million
184.98%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SF
# of Institutions
596Shares Held
84.4MCall Options Held
139KPut Options Held
3.6K-
Vanguard Group Inc Valley Forge, PA10MShares$1.21 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.25MShares$1.12 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA3.45MShares$417 Million0.07% of portfolio
-
State Street Corp Boston, MA3.15MShares$380 Million0.01% of portfolio
-
Earnest Partners LLC Atlanta, GA2.83MShares$341 Million1.47% of portfolio
About STIFEL FINANCIAL CORP
- Ticker SF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 106,225,000
- Market Cap $12.8B
- Description
- Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...