True Wealth Design, LLC Purchases and Sells in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Top Buys

Incresed Positions

1321 operations
Stock Shares change Price Range Shares Held Trade History
EA SERIES TRUST
88K
+ 23.69%
N/A
459K $52.3B
2.99K
+ 0.28%
$30.76 - $33.01 $91.9K - $98.6K
1.07M $35.2B
918
+ 0.13%
$35.76 - $37.93 $32.8K - $34.8K
705K $26.6B
1.88K
+ 32.51%
$303.93 - $329.86 $570K - $619K
7.65K $2.51B
SIMPLIFY EXCHANGE TRADED FUN
13.6K
+ 6.73%
N/A
216K $10.9B
826
+ 11.09%
$202.38 - $256.87 $167K - $212K
8.28K $2.11B
View all

New Holdings

361 operations
Stock Shares change Price Range Shares Held Trade History
780
New
$60.27 - $70.98 $47K - $55.4K
780 $55.4M
3.1K
New
$13.29 - $16.05 $41.2K - $49.8K
3.1K $49.4M
NATWEST GROUP PLC
3.44K
New
N/A
3.44K $48.7M
SOUTHSTATE BK CORP
378
New
N/A
378 $37.4M
1.81K
New
$15.91 - $27.35 $28.7K - $49.4K
1.81K $35.8M
J P MORGAN EXCHANGE TRADED F
658
New
N/A
658 $35.6M
View all

Top Sells

Reduced Positions

447 operations
Stock Shares change Price Range Shares Held Trade History
-1.53K
- 83.53%
$74.39 - $107.65 $114K - $164K
301 $25.3M
-1.17K
- 66.51%
$44.86 - $71.57 $52.4K - $83.6K
588 $26.4M
-490
- 8.25%
$52.79 - $67.39 $25.9K - $33K
5.45K $303M
-1.96K
- 63.46%
$31.41 - $36.33 $61.6K - $71.2K
1.13K $35.5M
-190
- 50.94%
$191.35 - $239.35 $36.4K - $45.5K
183 $35.5M
-497
- 30.47%
$76.34 - $85.87 $37.9K - $42.7K
1.13K $89M
View all
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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