True Wealth Design, LLC Waterstone Financial, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Waterstone Financial, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 63 shares of WSBF stock, worth $962. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 22
186.36%
Holding current value
$962
Previous $304,000
223.36%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding WSBF
# of Institutions
97Shares Held
9.37MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.56MShares$23.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.43MShares$21.9 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.13MShares$17.3 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA944KShares$14.4 Million0.0% of portfolio
-
Bridgeway Capital Management, LLC Houston, TX439KShares$6.71 Million0.15% of portfolio
About Waterstone Financial, Inc.
- Ticker WSBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 22,318,000
- Market Cap $341M
- Description
- Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, su...