True Wealth Design, LLC PIMCO ETF TR Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
67,593
Previous 68,144 0.81%
Holding current value
$1.81 Billion
Previous $1.81 Billion 0.31%
% of portfolio
0.55%
Previous 0.64%

Shares

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

Oct 21, 2025
SELL
N/A
-551 Reduced 0.81%
67,593 $1.81 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
68,144 New
68,144 $1.81 Billion
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