True Wealth Design, LLC FORRESTER RESH INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
115
Previous 139 17.27%
Holding current value
$1.22 Million
Previous $1.38 Million 11.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
SELL
N/A
-24 Reduced 17.27%
115 $1.22 Million
Q2 2025

Aug 06, 2025
BUY
N/A
128 Added 1163.64%
139 $1.38 Million
Q1 2025

May 13, 2025
SELL
N/A
-65 Reduced 85.53%
11 $102,000
Q4 2024

Feb 14, 2025
BUY
N/A
76 New
76 $1.19 Million
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