A detailed history of True Wealth Design, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 431 shares of VTR stock, worth $31,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares
431
Previous 26 1557.69%
Holding current value
$31,803
Previous $1.64 Million 1737.15%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$62.76 - $69.99 $25,417 - $28,345
405 Added 1557.69%
431 $30.2 Million
Q2 2025

Aug 06, 2025

SELL
$62.45 - $70.08 $437 - $490
-7 Reduced 21.21%
26 $1.64 Million
Q1 2025

May 13, 2025

BUY
$56.9 - $70.47 $1,877 - $2,325
33 New
33 $2.27 Million
Q4 2023

Feb 14, 2024

BUY
$39.65 - $50.95 $1,665 - $2,139
42 New
42 $2.09 Million

Others Institutions Holding VTR

About Ventas, Inc.


  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $29.5B
  • Description
  • Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...
More about VTR
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