True Wealth Design, LLC New Holdings in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GNE
Genie Energy Ltd.

Utilities
14
New
$14.89 - $17.57 $208 - $246
14 $228K
ACCD
Accolade, Inc.

Healthcare
57
New
$3.4 - $4.42 $194 - $252
57 $220K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
7
New
$28.87 - $36.9 $202 - $258
7 $219K
BKD
Brookdale Senior Living Inc.

Healthcare
31
New
$6.5 - $7.99 $202 - $248
31 $211K
CWK
Cushman & Wakefield PLC

Real Estate
15
New
$10.08 - $13.8 $151 - $207
15 $205K
UNF
Unifirst Corp

Industrials
1
New
$164.34 - $198.74 $164 - $199
1 $199K
MSBI
Midland States Bancorp, Inc.

Financial Services
8
New
$20.72 - $26.02 $166 - $208
8 $180K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4
New
$40.14 - $52.13 $161 - $209
4 $177K
TPB
Turning Point Brands, Inc.

Consumer Defensive
4
New
$32.43 - $43.15 $130 - $173
4 $173K
MHO
M/I Homes, Inc.

Consumer Cyclical
1
New
$116.02 - $172.21 $116 - $172
1 $172K
QTRX
Quanterix Corp

Healthcare
12
New
$10.92 - $16.36 $131 - $196
12 $156K
VERV
Verve Therapeutics, Inc.

Healthcare
31
New
$4.4 - $7.86 $136 - $244
31 $151K
UNTY
Unity Bancorp Inc

Financial Services
4
New
$27.1 - $35.56 $108 - $142
4 $137K
CIVB
Civista Bancshares, Inc.

Financial Services
7
New
$14.36 - $18.98 $101 - $133
7 $130K
ACT
Enact Holdings, Inc.

Financial Services
3
New
$30.19 - $36.99 $90.6 - $111
3 $109K
Mind Medicine Mindmed Inc
19
New
N/A
19 $109K
ALTG
Alta Equipment Group Inc.

Industrials
16
New
$5.59 - $11.07 $89.4 - $177
16 $108K
SB
Safe Bulkers, Inc.

Industrials
20
New
$4.52 - $6.15 $90.4 - $123
20 $104K
NAT
Nordic American Tankers LTD

Industrials
28
New
$3.98 - $3.98 $111 - $111
28 $103K
Bw Lpg LTD
7
New
N/A
7 $101K
PLUS
Eplus Inc

Technology
1
New
$71.76 - $101.07 $71.8 - $101
1 $99K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
7
New
$10.86 - $13.86 $76 - $97
7 $96K
LMAT
Lemaitre Vascular Inc

Healthcare
1
New
$80.3 - $92.89 $80.3 - $92.9
1 $93K
SSBK
Southern States Bancshares, Inc.

Financial Services
3
New
$26.0 - $33.51 $78 - $101
3 $93K
RDFN
Redfin Corp

Real Estate
7
New
$5.64 - $14.45 $39.5 - $101
7 $88K
HQY
Healthequity, Inc.

Healthcare
1
New
$67.98 - $86.62 $68 - $86.6
1 $82K
MCS
Marcus Corp

Communication Services
5
New
$10.55 - $15.28 $52.8 - $76.4
5 $76K
PCB
Pcb Bancorp

Financial Services
4
New
$15.1 - $19.82 $60.4 - $79.3
4 $76K
LMND
Lemonade, Inc.

Financial Services
4
New
$15.02 - $23.42 $60.1 - $93.7
4 $66K
ASLE
Aer Sale Corp

Industrials
12
New
$4.74 - $7.48 $56.9 - $89.8
12 $61K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
4
New
$12.72 - $16.03 $50.9 - $64.1
4 $56K
SIBN
Si Bone, Inc.

Healthcare
4
New
$12.9 - $17.11 $51.6 - $68.4
4 $56K
PBFS
Pioneer Bancorp, Inc.

Financial Services
5
New
$10.25 - $11.33 $51.3 - $56.7
5 $55K
TEX
Terex Corp

Industrials
1
New
$49.81 - $66.76 $49.8 - $66.8
1 $53K
BCML
Bay Com Corp

Financial Services
2
New
$19.39 - $24.63 $38.8 - $49.3
2 $48K
HBCP
Home Bancorp, Inc.

Financial Services
1
New
$38.0 - $45.41 $38 - $45.4
1 $45K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
3
New
$11.74 - $16.42 $35.2 - $49.3
3 $42K
VIV
Telefonica Brasil S.A.

Communication Services
4
New
$8.08 - $10.27 $32.3 - $41.1
4 $42K
IHRT
I Heart Media, Inc.

Communication Services
22
New
$1.07 - $1.86 $23.5 - $40.9
22 $41K
WEYS
Weyco Group Inc

Consumer Cyclical
1
New
$28.13 - $34.81 $28.1 - $34.8
1 $35K
Cadeler A S
1
New
N/A
1 $29K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
1
New
$10.8 - $26.57 $10.8 - $26.6
1 $26K
FRST
Primis Financial Corp.

Financial Services
2
New
$10.36 - $13.26 $20.7 - $26.5
2 $25K
GENC
Gencor Industries Inc

Industrials
1
New
$18.18 - $24.63 $18.2 - $24.6
1 $21K
IBEX
Ibex LTD

Technology
1
New
$15.3 - $20.09 $15.3 - $20.1
1 $20K
DLX
Deluxe Corp

Communication Services
1
New
$18.84 - $24.59 $18.8 - $24.6
1 $20K
GEO
Geo Group Inc

Real Estate
1
New
$12.12 - $17.96 $12.1 - $18
1 $13K
ONL
Orion Office Reit Inc.

Real Estate
3
New
$3.35 - $4.27 $10.1 - $12.8
3 $12K
GEOS
Geospace Technologies Corp

Energy
1
New
N/A
1 $11K
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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