True Wealth Design, LLC ALERUS FINL CORP Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
32
Previous 21 52.38%
Holding current value
$591,000
Previous $405,000 45.93%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
11 Added 52.38%
32 $591,000
Q4 2024

Feb 14, 2025
BUY
N/A
21 New
21 $405,000
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