Number of Shares
249
Previous 142 75.35%
Holding current value
$5.71 Million
Previous $3.15 Million 81.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025

BUY
N/A
107 Added 75.35%
249 $5.71 Million
Q2 2025

Aug 06, 2025

BUY
N/A
142 New
142 $3.15 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.