True Wealth Design, LLC FORRESTER RESH INC Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
11
Previous 76 85.53%
Holding current value
$102,000
Previous $1.19 Million 91.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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