A detailed history of True Wealth Design, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, True Wealth Design, LLC holds 150 shares of USB stock, worth $7,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Holding current value
$7,188
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$39.04 - $47.23 $5,856 - $7,084
150 New
150 $6.86 Million
Q4 2023

Feb 14, 2024

SELL
$30.64 - $45.33 $25,216 - $37,306
-823 Reduced 3.49%
22,767 $985 Million
Q3 2023

Nov 13, 2023

BUY
$32.47 - $40.23 $765,967 - $949,025
23,590 New
23,590 $780 Million
Q1 2023

May 12, 2023

BUY
$32.95 - $49.8 $6,721 - $10,159
204 New
204 $7.36 Million

Others Institutions Holding USB

About US BANCORP \DE\


  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $71.2B
  • Description
  • U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...
More about USB
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.