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
WFC
Wells Fargo & Company

Financial Services
380
New
$51.58 - $60.97 $19.6K - $23.2K
380 $21.5M
CRI
Carters Inc

Consumer Cyclical
330
New
$57.26 - $71.06 $18.9K - $23.4K
330 $21.4M
Six Flags Entertainment Corp
516
New
N/A
516 $20.8M
NTRS
Northern Trust Corp

Financial Services
231
New
$82.48 - $92.62 $19.1K - $21.4K
231 $20.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
551
New
$32.1 - $38.93 $17.7K - $21.5K
551 $20.8M
ONTO
Onto Innovation Inc.

Technology
97
New
$158.45 - $238.04 $15.4K - $23.1K
97 $20.1M
OZK
Bank Ozk

Financial Services
466
New
$39.66 - $47.08 $18.5K - $21.9K
466 $20M
IRDM
Iridium Communications Inc.

Communication Services
635
New
$25.17 - $31.03 $16K - $19.7K
635 $19.3M
HRL
Hormel Foods Corp

Consumer Defensive
601
New
$30.04 - $33.14 $18.1K - $19.9K
601 $19.1M
SEE
Sealed Air Corp

Consumer Cyclical
493
New
$32.27 - $38.05 $15.9K - $18.8K
493 $17.9M
BOKF
Bok Financial Corp

Financial Services
169
New
$87.91 - $107.34 $14.9K - $18.1K
169 $17.7M
S
Sentinel One, Inc.

Technology
714
New
$19.76 - $25.26 $14.1K - $18K
714 $17.1M
TNL
Travel & Leisure Co.

Consumer Cyclical
370
New
$40.55 - $49.87 $15K - $18.5K
370 $17.1M
CGNX
Cognex Corp

Technology
417
New
$36.85 - $52.91 $15.4K - $22.1K
417 $16.9M
KSS
Kohls Corp

Consumer Cyclical
787
New
$18.62 - $22.79 $14.7K - $17.9K
787 $16.6M
UNM
Unum Group

Financial Services
277
New
$49.81 - $59.44 $13.8K - $16.5K
277 $16.5M
COF
Capital One Financial Corp

Financial Services
109
New
$131.42 - $153.05 $14.3K - $16.7K
109 $16.3M
CNHI
Cnh Industrial N.V.

Industrials
1.43K
New
$9.47 - $10.66 $13.6K - $15.3K
1.43K $15.9M
EPR
Epr Properties

Real Estate
324
New
$41.26 - $49.58 $13.4K - $16.1K
324 $15.9M
MKL
Markel Corp

Financial Services
10
New
$1494.55 - $1645.69 $14.9K - $16.5K
10 $15.7M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
112
New
$129.86 - $184.59 $14.5K - $20.7K
112 $15.7M
ALKS
Alkermes Plc.

Healthcare
555
New
$23.01 - $28.55 $12.8K - $15.8K
555 $15.5M
OMF
One Main Holdings, Inc.

Financial Services
325
New
$43.27 - $53.14 $14.1K - $17.3K
325 $15.3M
TDC
Teradata Corp

Technology
494
New
$24.51 - $34.97 $12.1K - $17.3K
494 $15M
KMPR
Kemper Corp

Financial Services
241
New
$57.86 - $65.76 $13.9K - $15.8K
241 $14.8M
CLH
Clean Harbors Inc

Industrials
61
New
$219.55 - $249.19 $13.4K - $15.2K
61 $14.7M
AFG
American Financial Group Inc

Financial Services
107
New
$119.65 - $137.03 $12.8K - $14.7K
107 $14.4M
ETSY
Etsy Inc

Consumer Cyclical
259
New
$51.5 - $65.47 $13.3K - $17K
259 $14.4M
EWBC
East West Bancorp Inc

Financial Services
173
New
$70.41 - $88.25 $12.2K - $15.3K
173 $14.3M
MTB
M&T Bank Corp

Financial Services
79
New
$146.49 - $179.85 $11.6K - $14.2K
79 $14.1M
BERY
Berry Global Group, Inc.

Consumer Cyclical
202
New
$58.01 - $69.08 $11.7K - $14K
202 $13.7M
MSA
Msa Safety Inc

Industrials
76
New
$167.74 - $199.9 $12.7K - $15.2K
76 $13.5M
PINC
Premier, Inc.

Healthcare
668
New
$18.37 - $21.31 $12.3K - $14.2K
668 $13.4M
SPG
Simon Property Group Inc

Real Estate
79
New
$146.09 - $170.11 $11.5K - $13.4K
79 $13.4M
BPMC
Blueprint Medicines Corp

Healthcare
135
New
$84.1 - $120.5 $11.4K - $16.3K
135 $12.5M
QDEL
Quidel Ortho Corp

Healthcare
268
New
$29.96 - $46.4 $8.03K - $12.4K
268 $12.2M
UGI
Ugi Corp

Utilities
469
New
$22.23 - $25.05 $10.4K - $11.7K
469 $11.7M
POST
Post Holdings, Inc.

Consumer Defensive
101
New
$103.64 - $118.23 $10.5K - $11.9K
101 $11.7M
CCSI
Consensus Cloud Solutions, Inc.

Technology
488
New
$15.92 - $24.09 $7.77K - $11.8K
488 $11.5M
CVLT
Commvault Systems Inc

Technology
73
New
$119.99 - $155.51 $8.76K - $11.4K
73 $11.2M
STRL
Sterling Construction CO Inc

Industrials
77
New
$102.56 - $148.9 $7.9K - $11.5K
77 $11.2M
Cava Group Inc
89
New
N/A
89 $11M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
484
New
$18.88 - $22.7 $9.14K - $11K
484 $10.8M
Amentum Holdings Inc
334
New
N/A
334 $10.8M
TWST
Twist Bioscience Corp

Healthcare
234
New
$36.72 - $58.88 $8.59K - $13.8K
234 $10.6M
KEX
Kirby Corp

Industrials
86
New
$107.57 - $129.59 $9.25K - $11.1K
86 $10.5M
W
Wayfair Inc.

Consumer Cyclical
184
New
$38.21 - $57.23 $7.03K - $10.5K
184 $10.3M
LEG
Leggett & Platt Inc

Consumer Cyclical
744
New
$10.67 - $14.12 $7.94K - $10.5K
744 $10.1M
ATI
Allegheny Technologies Inc

Industrials
151
New
$54.26 - $67.71 $8.19K - $10.2K
151 $10.1M
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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