True Wealth Design, LLC WORTHINGTON STL INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
5,635
Previous 5,888 4.3%
Holding current value
$171 Million
Previous $176 Million 2.5%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 21, 2025
SELL
N/A
-253 Reduced 4.3%
5,635 $171 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-412 Reduced 6.54%
5,888 $176 Million
Q1 2025

May 13, 2025
BUY
N/A
6,300 New
6,300 $160 Million
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