True Wealth Design, LLC AMALGAMATED FINANCIAL CORP Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
49
Previous 32 53.13%
Holding current value
$1.41 Million
Previous $1.07 Million 31.44%
% 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
17 Added 53.13%
49 $1.41 Million
Q4 2024

Feb 14, 2025
BUY
N/A
32 New
32 $1.07 Million
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