True Wealth Design, LLC COHERENT CORP Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
25
Previous 21 19.05%
Holding current value
$2.69 Million
Previous $1.87 Million 43.7%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
4 Added 19.05%
25 $2.69 Million
Q2 2025

Aug 06, 2025
BUY
N/A
12 Added 133.33%
21 $1.87 Million
Q1 2025

May 13, 2025
BUY
N/A
3 Added 50.0%
9 $585,000
Q4 2024

Feb 14, 2025
BUY
N/A
6 New
6 $569,000
Q4 2023

Feb 14, 2024
BUY
N/A
400 New
400 $17.4 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