True Wealth Design, LLC COHERENT CORP Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
9
Previous 6 50.0%
Holding current value
$585,000
Previous $569,000 2.81%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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