True Wealth Design, LLC JACOBS SOLUTIONS INC Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Number of Shares
375
Previous 334 12.28%
Holding current value
$50.1 Million
Previous $43.7 Million 14.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 14, 2025
BUY
N/A
41 Added 12.28%
375 $50.1 Million
Q3 2024

Nov 14, 2024
BUY
N/A
334 New
334 $43.7 Million
Q1 2023

May 12, 2023
BUY
N/A
20 New
20 $2.35 Million
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