True Wealth Design, LLC Software—Infrastructure

True Wealth Design, LLC

  • $405 Billion
  • Q2 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.2B
$911 Million 0.23% of portfolio
5,521
Q2 2024 Added 1.49%
$10.7B
$800 Million 0.2% of portfolio
10,138
Q2 2024 Added 15.89%
$3.17T
$578 Million 0.14% of portfolio
1,292
Q2 2024 Added 3.53%
$511B
$95.2 Million 0.02% of portfolio
674
Q2 2024 Added 1.97%
$45.4B
$19.3 Million 0.0% of portfolio
300
Q1 2023 Reduced 0.33%
$248B
$13.3 Million 0.0% of portfolio
24
Q2 2024 Added 4.35%
$2.97B
$5.21 Million 0.0% of portfolio
500
Q2 2024 New
$85.3B
$1.79 Million 0.0% of portfolio
3
Q2 2024 Added 50.0%
$29.5B
$1.4 Million 0.0% of portfolio
10
Q2 2024 Added 25.0%
$77.2B
$1.33 Million 0.0% of portfolio
22
Q2 2024 Added 29.41%
$14.3B
$1.2 Million 0.0% of portfolio
48
Q2 2024 Added 92.0%
$74.7B
$1.15 Million 0.0% of portfolio
3
Q2 2024 Added 50.0%
$120B
$1.02 Million 0.0% of portfolio
3
Q2 2024 Reduced 25.0%
$14.4B
$991,000 0.0% of portfolio
11
Q2 2024 Reduced 78.85%
$11.9B
$749,000 0.0% of portfolio
8
Q2 2024 Added 60.0%
$119B
$710,000 0.0% of portfolio
28
Q2 2024 Added 47.37%
$16.5B
$569,000 0.0% of portfolio
10
Q2 2024 Added 900.0%
$19.6B
$534,000 0.0% of portfolio
3
Q1 2024 Added 50.0%
$6.32B
$254,000 0.0% of portfolio
20
Q2 2024 Added 233.33%
$26.6B
$249,000 0.0% of portfolio
3
Q2 2024 Added 50.0%
$30B
$193,000 0.0% of portfolio
1
Q2 2024 Reduced 50.0%
$5.85B
$102,000 0.0% of portfolio
3
Q2 2024 Added 50.0%
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