True Wealth Design, LLC Velocity Financial, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Velocity Financial, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 17 shares of VEL stock, worth $314. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17
Previous 33
48.48%
Holding current value
$314
Previous $612,000
49.51%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VEL
# of Institutions
110Shares Held
36.2MCall Options Held
825KPut Options Held
843K-
Snow Phipps Group, LLC New York, NY13.4MShares$247 Million77.89% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M12.6MShares$234 Million0.31% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.38MShares$99.4 Million10.82% of portfolio
-
Black Rock Inc. New York, NY656KShares$12.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA543KShares$10 Million0.0% of portfolio
About Velocity Financial, Inc.
- Ticker VEL
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 32,415,900
- Market Cap $599M
- Description
- Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is ...