True Wealth Design, LLC Workiva Inc Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Workiva Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 26 shares of WK stock, worth $2,210. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 43
39.53%
Holding current value
$2,210
Previous $2.94 Million
23.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding WK
# of Institutions
348Shares Held
45.9MCall Options Held
26.3KPut Options Held
55.7K-
Vanguard Group Inc Valley Forge, PA6.24MShares$530 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.24MShares$360 Million0.01% of portfolio
-
Eminence Capital, LP New York, NY2.65MShares$225 Million2.4% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD2.54MShares$216 Million0.11% of portfolio
-
Nordea Investment Management Ab Stockholm, V71.37MShares$116 Million0.11% of portfolio
About WORKIVA INC
- Ticker WK
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,456,200
- Market Cap $4.12B
- 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...