Number of Shares
29
Previous 10 190.0%
Holding current value
$415,000
Previous $119,000 248.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025

BUY
N/A
19 Added 190.0%
29 $415,000
Q2 2025

Aug 06, 2025

SELL
N/A
-4 Reduced 28.57%
10 $119,000
Q1 2025

May 13, 2025

SELL
N/A
-3 Reduced 17.65%
14 $153,000
Q4 2024

Feb 14, 2025

BUY
N/A
10 Added 142.86%
17 $194,000
Q3 2024

Nov 14, 2024

BUY
N/A
7 New
7 $101,000
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.