True Wealth Design, LLC Waterstone Financial, Inc. Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 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 102 shares of WSBF stock, worth $1,317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
102
Previous 56
82.14%
Holding current value
$1,317
Previous $753,000
82.2%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WSBF
# of Institutions
95Shares Held
9.47MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.56MShares$20.1 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.48MShares$19.1 Million0.01% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.16MShares$14.9 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA937KShares$12.1 Million0.0% of portfolio
-
Rhino Investment Partners, Inc West Conshohocken, PA556KShares$7.18 Million1.89% of portfolio
About Waterstone Financial, Inc.
- Ticker WSBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 22,318,000
- Market Cap $288M
- 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...