A detailed history of True Wealth Design, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 125 shares of SPG stock, worth $20,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
125
Previous 85 47.06%
Holding current value
$20,222
Previous $14.6 Million 41.98%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
$159.48 - $187.78 $6,379 - $7,511
40 Added 47.06%
125 $20.7 Million
Q4 2024

Feb 14, 2025

BUY
$167.23 - $183.84 $1,003 - $1,103
6 Added 7.59%
85 $14.6 Million
Q3 2024

Nov 14, 2024

BUY
$146.09 - $170.11 $11,541 - $13,438
79 New
79 $13.4 Million

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $53B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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