True Wealth Design, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
158,439
Previous 148,013 7.04%
Holding current value
$6.77 Billion
Previous $7.2 Billion 5.97%
% of portfolio
2.07%
Previous 2.54%

Shares

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

Oct 21, 2025
BUY
N/A
10,426 Added 7.04%
158,439 $6.77 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
148,013 New
148,013 $7.2 Billion
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