True Wealth Design, LLC ALERUS FINL CORP Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
63
Previous 25 152.0%
Holding current value
$1.4 Million
Previous $541,000 157.86%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
38 Added 152.0%
63 $1.4 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-7 Reduced 21.88%
25 $541,000
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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