True Wealth Design, LLC HEALTHCARE RLTY TR Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
351
Previous 41 756.1%
Holding current value
$5.95 Million
Previous $737,000 706.92%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
310 Added 756.1%
351 $5.95 Million
Q3 2025

Oct 21, 2025
BUY
N/A
41 New
41 $737,000
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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