Number of Shares
69
Previous 72 4.17%
Holding current value
$1.13 Million
Previous $1.22 Million 7.76%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-3 Reduced 4.17%
69 $1.13 Million
Q2 2024

Aug 14, 2024

SELL
N/A
-42,620 Reduced 99.83%
72 $1.22 Million
Q1 2024

May 14, 2024

BUY
N/A
2,269 Added 5.61%
42,692 $797 Million
Q4 2023

Feb 14, 2024

BUY
N/A
1,947 Added 5.06%
40,423 $749 Million
Q3 2023

Nov 13, 2023

BUY
N/A
260 Added 0.68%
38,476 $666 Million
Q2 2023

Aug 14, 2023

SELL
N/A
-1,075 Reduced 2.74%
38,216 $827 Million
Q1 2023

May 12, 2023

BUY
N/A
39,291 New
39,291 $827 Million
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.