True Wealth Design, LLC PONCE FINANCIAL GROUP INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
9
Previous 6 50.0%
Holding current value
$133,000
Previous $84,000 58.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
BUY
N/A
3 Added 50.0%
9 $133,000
Q2 2025

Aug 06, 2025
BUY
N/A
1 Added 20.0%
6 $84,000
Q1 2025

May 13, 2025
BUY
N/A
5 New
5 $64,000
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