True Wealth Design, LLC FERGUSON ENTERPRISES INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
422
Previous 130 224.62%
Holding current value
$94.7 Million
Previous $28.3 Million 235.26%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 21, 2025
BUY
N/A
292 Added 224.62%
422 $94.7 Million
Q2 2025

Aug 06, 2025
BUY
N/A
77 Added 145.28%
130 $28.3 Million
Q1 2025

May 13, 2025
BUY
N/A
20 Added 60.61%
53 $8.45 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-112 Reduced 77.24%
33 $5.68 Million
Q3 2024

Nov 14, 2024
BUY
N/A
145 New
145 $28.8 Million
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