True Wealth Design, LLC BLACKROCK INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
10
Previous 9 11.11%
Holding current value
$11.7 Million
Previous $9.51 Million 23.37%
% 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
1 Added 11.11%
10 $11.7 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-1 Reduced 10.0%
9 $9.51 Million
Q1 2025

May 13, 2025
BUY
N/A
7 Added 233.33%
10 $9.52 Million
Q4 2024

Feb 14, 2025
BUY
N/A
3 New
3 $3.14 Million
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