True Wealth Design, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
216,384
Previous 202,742 6.73%
Holding current value
$10.9 Billion
Previous $10.2 Billion 7.28%
% of portfolio
3.33%
Previous 3.58%

Shares

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

Oct 21, 2025
BUY
N/A
13,642 Added 6.73%
216,384 $10.9 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
202,742 New
202,742 $10.2 Billion
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