True Wealth Design, LLC FIDELIS INSURANCE HOLDINGS L Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
43
Previous 51 15.69%
Holding current value
$781,000
Previous $846,000 7.68%
% 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
SELL
N/A
-8 Reduced 15.69%
43 $781,000
Q2 2025

Aug 06, 2025
BUY
N/A
14 Added 37.84%
51 $846,000
Q1 2025

May 13, 2025
BUY
N/A
37 New
37 $600,000
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