True Wealth Design, LLC JACOBS SOLUTIONS INC Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
342
Previous 375 8.8%
Holding current value
$41.3 Million
Previous $50.1 Million 17.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2025
SELL
N/A
-33 Reduced 8.8%
342 $41.3 Million
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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