A detailed history of True Wealth Design, LLC transactions in Workiva Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 122 shares of WK stock, worth $11,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 26 369.23%
Holding current value
$11,105
Previous $2.24 Million 369.99%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$81.87 - $93.31 $7,859 - $8,957
96 Added 369.23%
122 $10.5 Million
Q3 2025

Oct 21, 2025

SELL
$63.83 - $86.08 $1,085 - $1,463
-17 Reduced 39.53%
26 $2.24 Million
Q2 2025

Aug 06, 2025

SELL
$61.91 - $77.12 $1,733 - $2,159
-28 Reduced 39.44%
43 $2.94 Million
Q1 2025

May 13, 2025

BUY
$75.91 - $114.09 $4,478 - $6,731
59 Added 491.67%
71 $5.39 Million
Q3 2024

Nov 14, 2024

BUY
$70.26 - $80.48 $843 - $965
12 New
12 $950,000

Others Institutions Holding WK

About WORKIVA INC


  • Ticker WK
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,456,200
  • Market Cap $4.41B
  • Description
  • Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...
More about WK
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