True Wealth Design, LLC CG ONCOLOGY INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
30
Previous 30 -0.0%
Holding current value
$1.21 Million
Previous $780,000 55.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-21 Reduced 41.18%
30 $780,000
Q1 2025

May 13, 2025
BUY
N/A
51 New
51 $1.25 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.

Choose your preferred platform and Sign Up 👇 Telegram Email