True Wealth Design, LLC Sells in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WWW
Wolverine World Wide Inc

Consumer Cyclical
-244
- 93.49%
$13.28 - $23.98 $3.24K - $5.85K
17 $237K
ABM
Abm Industries Inc

Industrials
-105
- 88.24%
$45.51 - $54.64 $4.78K - $5.74K
14 $664K
TDOC
Teladoc Health, Inc.

Healthcare
-591
- 94.56%
$7.96 - $14.33 $4.7K - $8.47K
34 $271K
WEX
Wex Inc.

Technology
-30
- 90.91%
$148.29 - $186.78 $4.45K - $5.6K
3 $472K
AWR
American States Water CO

Utilities
-68
- 98.55%
$70.84 - $80.98 $4.82K - $5.51K
1 $79K
IPGP
Ipg Photonics Corp

Technology
-67
- 74.44%
$57.86 - $77.8 $3.88K - $5.21K
23 $1.45M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-854
- 86.61%
$5.56 - $6.2 $4.75K - $5.29K
132 $740K
KD
Kyndryl Holdings, Inc.

Technology
-65
- 7.45%
$31.32 - $43.45 $2.04K - $2.82K
807 $25.3M
CINF
Cincinnati Financial Corp

Financial Services
-40
- 12.7%
$133.67 - $147.81 $5.35K - $5.91K
275 $40.6M
MTX
Minerals Technologies Inc

Basic Materials
-60
- 98.36%
$63.57 - $77.67 $3.81K - $4.66K
1 $64K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-13
- 92.86%
$243.0 - $367.0 $3.16K - $4.77K
1 $244K
DT
Dynatrace, Inc.

Technology
-52
- 20.47%
$47.15 - $62.42 $2.45K - $3.25K
202 $9.53M
CRH.L
Crh PLC

Basic Materials
-21
- 4.21%
N/A
478 $42.1M
OII
Oceaneering International Inc

Energy
-152
- 88.37%
$19.14 - $27.93 $2.91K - $4.25K
20 $437K
USB
Us Bancorp \De\

Financial Services
-71
- 42.01%
$40.92 - $50.9 $2.91K - $3.61K
98 $4.15M
RELY
Remitly Global, Inc.

Technology
-165
- 82.91%
$19.49 - $27.14 $3.22K - $4.48K
34 $708K
VCYT
Veracyte, Inc.

Healthcare
-94
- 94.0%
$29.65 - $46.14 $2.79K - $4.34K
6 $178K
HAE
Haemonetics Corp

Healthcare
-46
- 80.7%
$59.34 - $80.05 $2.73K - $3.68K
11 $700K
CDNS
Cadence Design Systems Inc

Technology
-1
- 1.35%
$233.96 - $324.52 $234 - $325
73 $18.5M
CTO
Cto Realty Growth, Inc.

Real Estate
-183
- 67.28%
$18.06 - $20.83 $3.3K - $3.81K
89 $1.72M
OFC
Corporate Office Properties Trust

Real Estate
-113
- 88.98%
N/A
14 $382K
TGT
Target Corp

Consumer Defensive
-19
- 38.0%
$103.65 - $142.5 $1.97K - $2.71K
31 $3.19M
INSW
International Seaways, Inc.

Energy
-95
- 89.62%
$32.85 - $41.61 $3.12K - $3.95K
11 $366K
CL
Colgate Palmolive CO

Consumer Defensive
-43
- 18.3%
$85.68 - $97.5 $3.68K - $4.19K
192 $18M
AMP
Ameriprise Financial Inc

Financial Services
-6
- 66.67%
$472.29 - $575.13 $2.83K - $3.45K
3 $1.45M
CHGG
Chegg, Inc

Consumer Defensive
-2.01K
- 96.46%
$0.62 - $1.81 $1.25K - $3.65K
74 $48K
BFH
Bread Financial Holdings, Inc.

Financial Services
-50
- 68.49%
$46.51 - $65.07 $2.33K - $3.25K
23 $1.15M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-90
- 76.92%
$35.15 - $41.31 $3.16K - $3.72K
27 $1.05M
AVDX
Avid Xchange Holdings, Inc.

Technology
-295
- 86.26%
$6.89 - $10.81 $2.03K - $3.19K
47 $399K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
-699
- 16.27%
$0.81 - $1.66 $566 - $1.16K
3.6K $2.9M
UI
Ubiquiti Inc.

Technology
-7
- 17.95%
$300.93 - $431.11 $2.11K - $3.02K
32 $9.93M
PVH
Pvh Corp.

Consumer Cyclical
-26
- 89.66%
$63.81 - $107.78 $1.66K - $2.8K
3 $194K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2
- 0.96%
$93.57 - $120.35 $187 - $241
207 $19.8M
OCFC
Oceanfirst Financial Corp

Financial Services
-137
- 35.77%
$16.44 - $19.15 $2.25K - $2.62K
246 $4.19M
NKE
Nike, Inc.

Consumer Cyclical
-2
- 0.96%
$63.29 - $81.72 $127 - $163
207 $13.2M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-84
- 29.27%
$26.34 - $31.72 $2.21K - $2.66K
203 $5.62M
SCS
Steelcase Inc

Industrials
-195
- 89.45%
$10.57 - $12.53 $2.06K - $2.44K
23 $253K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-67
- 77.01%
$25.34 - $32.88 $1.7K - $2.2K
20 $547K
LEG
Leggett & Platt Inc

Consumer Cyclical
-232
- 90.63%
$7.91 - $11.06 $1.84K - $2.57K
24 $190K
DCI
Donaldson CO Inc

Industrials
-32
- 30.77%
$66.51 - $72.28 $2.13K - $2.31K
72 $4.83M
NFBK
Northfield Bancorp, Inc.

Financial Services
-169
- 91.85%
$10.87 - $12.25 $1.84K - $2.07K
15 $164K
CGNX
Cognex Corp

Technology
-53
- 85.48%
$29.83 - $41.02 $1.58K - $2.17K
9 $269K
RJF
Raymond James Financial Inc

Financial Services
-12
- 70.59%
$137.62 - $172.64 $1.65K - $2.07K
5 $695K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-47
- 2.21%
$13.31 - $18.41 $626 - $865
2.08K $29.5M
FIVE
Five Below, Inc

Consumer Cyclical
-12
- 35.29%
$72.25 - $103.2 $867 - $1.24K
22 $1.65M
RGP
Resources Connection, Inc.

Industrials
-117
- 20.63%
$6.54 - $9.08 $765 - $1.06K
450 $2.94M
INGN
Inogen Inc

Healthcare
-199
- 94.31%
$6.8 - $12.53 $1.35K - $2.49K
12 $86K
RGA
Reinsurance Group Of America Inc

Financial Services
-7
- 25.0%
$186.01 - $231.1 $1.3K - $1.62K
21 $4.14M
PAHC
Phibro Animal Health Corp

Healthcare
-91
- 30.85%
$20.05 - $26.22 $1.82K - $2.39K
204 $4.36M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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