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
CMA
Comerica Inc

Financial Services
31
New
$49.93 - $61.49 $1.55K - $1.91K
31 $1.86M
EB
Eventbrite, Inc.

Technology
676
New
$2.72 - $5.7 $1.84K - $3.85K
676 $1.85M
THFF
First Financial Corp

Financial Services
42
New
$35.62 - $46.32 $1.5K - $1.95K
42 $1.84M
Orrstown Finl Svcs Inc
51
New
N/A
51 $1.83M
JOE
St Joe CO

Real Estate
31
New
$52.59 - $63.7 $1.63K - $1.97K
31 $1.81M
CSGS
Csg Systems International Inc

Technology
36
New
$40.08 - $48.65 $1.44K - $1.75K
36 $1.75M
WASH
Washington Trust Bancorp Inc

Financial Services
54
New
$25.83 - $34.26 $1.39K - $1.85K
54 $1.74M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
142
New
$6.25 - $16.65 $888 - $2.36K
142 $1.74M
RXST
Rx Sight, Inc.

Healthcare
35
New
$40.78 - $57.04 $1.43K - $2K
35 $1.73M
STOK
Stoke Therapeutics, Inc.

Healthcare
139
New
$12.24 - $15.92 $1.7K - $2.21K
139 $1.71M
KODK
Eastman Kodak CO

Industrials
359
New
$4.72 - $5.86 $1.69K - $2.1K
359 $1.7M
TXG
10x Genomics, Inc.

Healthcare
75
New
$15.71 - $23.49 $1.18K - $1.76K
75 $1.69M
EOLS
Evolus, Inc.

Healthcare
102
New
$10.66 - $17.48 $1.09K - $1.78K
102 $1.65M
HRTX
Heron Therapeutics, Inc.

Healthcare
830
New
$1.73 - $3.67 $1.44K - $3.05K
830 $1.65M
LESL
Leslie'S, Inc.

Consumer Cyclical
521
New
$2.5 - $4.09 $1.3K - $2.13K
521 $1.65M
FC
Franklin Covey CO

Industrials
40
New
$36.88 - $43.71 $1.48K - $1.75K
40 $1.65M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
97
New
$15.79 - $18.51 $1.53K - $1.8K
97 $1.64M
BRC
Brady Corp

Industrials
21
New
$64.54 - $76.61 $1.36K - $1.61K
21 $1.61M
YEXT
Yext, Inc.

Technology
229
New
$4.8 - $6.92 $1.1K - $1.58K
229 $1.59M
REPX
Riley Exploration Permian, Inc.

Energy
57
New
$23.87 - $30.7 $1.36K - $1.75K
57 $1.51M
Te Connectivity PLC
10
New
N/A
10 $1.51M
JILL
J.Jill, Inc.

Consumer Cyclical
61
New
$24.14 - $39.59 $1.47K - $2.41K
61 $1.51M
ABCB
Ameris Bancorp

Financial Services
24
New
$48.61 - $65.14 $1.17K - $1.56K
24 $1.5M
HAIN
Hain Celestial Group Inc

Consumer Defensive
172
New
$6.14 - $8.63 $1.06K - $1.48K
172 $1.49M
AMSF
Amerisafe Inc

Financial Services
30
New
$43.82 - $43.82 $1.31K - $1.31K
30 $1.45M
EGHT
8 X8 Inc

Technology
707
New
$1.64 - $3.34 $1.16K - $2.36K
707 $1.44M
DRS
Leonardo Drs, Inc.
51
New
N/A
51 $1.44M
Praxis Precision Medicines I
25
New
N/A
25 $1.44M
Knife River Corp
16
New
N/A
16 $1.43M
WRBY
Warby Parker Inc.

Healthcare
87
New
$12.79 - $17.23 $1.11K - $1.5K
87 $1.42M
PRM
Perimeter Solutions, Sa

Basic Materials
105
New
$7.55 - $13.42 $793 - $1.41K
105 $1.41M
SAGE
Sage Therapeutics, Inc.

Healthcare
193
New
$7.02 - $13.08 $1.35K - $2.52K
193 $1.39M
BHE
Benchmark Electronics Inc

Technology
31
New
$38.68 - $47.87 $1.2K - $1.48K
31 $1.37M
PRO
Pros Holdings, Inc.

Technology
74
New
$16.99 - $27.05 $1.26K - $2K
74 $1.37M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
53
New
$15.95 - $27.01 $845 - $1.43K
53 $1.36M
UFCS
United Fire Group Inc

Financial Services
65
New
$18.47 - $22.48 $1.2K - $1.46K
65 $1.36M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
157
New
$5.14 - $8.71 $807 - $1.37K
157 $1.34M
Corbus Pharmaceuticals Hldgs
63
New
N/A
63 $1.3M
PD
Pager Duty, Inc.

Technology
70
New
$17.4 - $22.76 $1.22K - $1.59K
70 $1.3M
NUVB
Nuvation Bio Inc.

Healthcare
561
New
$2.3 - $3.83 $1.29K - $2.15K
561 $1.29M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
17
New
$67.08 - $79.32 $1.14K - $1.35K
17 $1.28M
TTMI
Ttm Technologies Inc

Technology
70
New
$16.98 - $22.41 $1.19K - $1.57K
70 $1.28M
CRS
Carpenter Technology Corp

Industrials
8
New
$104.79 - $161.78 $838 - $1.29K
8 $1.28M
Onestream Inc
37
New
N/A
37 $1.26M
OLO
Olo Inc.

Technology
253
New
$4.25 - $5.61 $1.08K - $1.42K
253 $1.26M
CIFR
Cipher Mining Inc.

Financial Services
324
New
$2.7 - $6.78 $875 - $2.2K
324 $1.25M
OSCR
Oscar Health, Inc.

Healthcare
59
New
$14.96 - $23.27 $883 - $1.37K
59 $1.25M
BLND
Blend Labs, Inc.

Technology
331
New
$2.33 - $4.1 $771 - $1.36K
331 $1.24M
HBNC
Horizon Bancorp Inc

Financial Services
75
New
$11.89 - $16.57 $892 - $1.24K
75 $1.17M
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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