True Wealth Design, LLC DAVE INC Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Number of Shares
89
Previous 86 3.49%
Holding current value
$7.74 Million
Previous $3.44 Million 125.08%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
3 Added 3.49%
89 $7.74 Million
Q3 2024

Nov 14, 2024
BUY
N/A
86 New
86 $3.44 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