True Wealth Design, LLC Sells in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NTR
Nutrien Ltd.

Basic Materials
-1
- 4.0%
$44.04 - $50.78 $44 - $50.8
24 $1.07M
UGP
Ultrapar Holdings Inc

Energy
-19
- 43.18%
$2.57 - $3.95 $48.8 - $75.1
25 $66K
CX
Cemex Sab De Cv

Basic Materials
-10
- 10.1%
$5.17 - $6.16 $51.7 - $61.6
89 $502K
PCOR
Procore Technologies, Inc.

Technology
-2
- 50.0%
$58.8 - $85.72 $118 - $171
2 $150K
EBR
Brazilian Electric Power CO

Utilities
-4
- 8.16%
$5.49 - $7.26 $22 - $29
45 $258K
GGB
Gerdau S.A.

Basic Materials
-10
- 9.8%
$2.88 - $3.61 $28.8 - $36.1
92 $265K
HSIC
Henry Schein Inc

Healthcare
-1
- 33.33%
$66.54 - $77.66 $66.5 - $77.7
2 $139K
ACCD
Accolade, Inc.

Healthcare
-7
- 12.28%
$3.15 - $4.04 $22.1 - $28.3
50 $171K
Liberty Media Corp Del
-1
- 33.33%
N/A
2 $169K
ENIC
Enel Chile S.A.

Utilities
-14
- 23.33%
$2.62 - $2.98 $36.7 - $41.7
46 $133K
DOCU
Docusign, Inc.

Technology
-1
- 11.11%
$61.42 - $106.99 $61.4 - $107
8 $720K
SPOT
Spotify Technology S.A.

Communication Services
-1
- 7.69%
$362.95 - $502.38 $363 - $502
12 $5.37M
SNV
Synovus Financial Corp

Financial Services
-6
- 3.82%
$42.5 - $58.73 $255 - $352
151 $7.74M
GILD
Gilead Sciences, Inc.

Healthcare
-29
- 4.57%
$83.95 - $97.9 $2.43K - $2.84K
606 $56M
UI
Ubiquiti Inc.

Technology
-6
- 13.33%
$223.6 - $362.72 $1.34K - $2.18K
39 $12.9M
MRVL
Marvell Technology, Inc.

Technology
-49
- 14.08%
$70.31 - $124.78 $3.45K - $6.11K
299 $33M
VTI
Vanguard Total Stock Market Et

ETFs
-124
- 1.86%
$280.04 - $302.45 $34.7K - $37.5K
6.55K $1.9B
DIS
Walt Disney CO

Communication Services
-8
- 0.85%
$92.39 - $117.6 $739 - $941
938 $104M
TWLO
Twilio Inc

Communication Services
-1
- 0.24%
$63.73 - $114.96 $63.7 - $115
423 $45.7M
RBLX
Roblox Corp

Communication Services
-1
- 0.07%
$39.86 - $61.45 $39.9 - $61.5
1.36K $78.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 1.83%
$180.88 - $232.93 $5.61K - $7.22K
1.67K $365M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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