True Wealth Design, LLC RB GLOBAL INC Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
19
Previous 9 111.11%
Holding current value
$1.91 Million
Previous $812,000 134.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
N/A
10 Added 111.11%
19 $1.91 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2 Added 28.57%
9 $812,000
Q2 2024

Aug 14, 2024
BUY
N/A
2 Added 40.0%
7 $535,000
Q1 2024

May 14, 2024
BUY
N/A
2 Added 66.67%
5 $381,000
Q2 2023

Aug 14, 2023
BUY
N/A
3 New
3 $180,000
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