True Wealth Design, LLC HEALTHCARE RLTY TR Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
17
Previous 1,347 98.74%
Holding current value
$288,000
Previous $22.8 Million 98.74%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-1,330 Reduced 98.74%
17 $288,000
Q4 2024

Feb 14, 2025
BUY
N/A
1,225 Added 1004.1%
1,347 $22.8 Million
Q3 2024

Nov 14, 2024
BUY
N/A
122 New
122 $2.22 Million
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