Number of Shares
1,902
Previous 580 227.93%
Holding current value
$147 Million
Previous $64.1 Million 130.01%
% of portfolio
0.06%
Previous 0.02%

Shares

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

May 13, 2025

BUY
N/A
1,322 Added 227.93%
1,902 $147 Million
Q4 2024

Feb 14, 2025

BUY
N/A
580 New
580 $64.1 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.