True Wealth Design, LLC NET LEASE OFFICE PROPERTIES Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
1
Previous 5 80.0%
Holding current value
$30,000
Previous $163,000 81.6%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-4 Reduced 80.0%
1 $30,000
Q1 2025

May 13, 2025
BUY
N/A
5 New
5 $157,000
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