True Wealth Design, LLC GSK PLC Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Number of Shares
97
Previous 186 47.85%
Holding current value
$3.28 Million
Previous $7.6 Million 56.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
SELL
N/A
-89 Reduced 47.85%
97 $3.28 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-20,454 Reduced 99.1%
186 $7.6 Million
Q2 2024

Aug 14, 2024
BUY
N/A
59 Added 0.29%
20,640 $795 Million
Q1 2024

May 14, 2024
SELL
N/A
-423 Reduced 2.01%
20,581 $882 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-145 Reduced 0.69%
21,004 $778 Million
Q3 2023

Nov 13, 2023
SELL
N/A
-260 Reduced 1.21%
21,149 $767 Million
Q2 2023

Aug 14, 2023
BUY
N/A
21,372 Added 57762.16%
21,409 $763 Million
Q4 2022

Feb 15, 2023
BUY
N/A
37 New
37 $1.3 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