True Wealth Design, LLC Purchases in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIII
G Iii Apparel Group LTD

Consumer Cyclical
81
New
$24.05 - $32.18 $1.95K - $2.61K
81 $2.47M
HEAR
Turtle Beach Corp

Technology
161
New
$12.5 - $15.99 $2.01K - $2.57K
161 $2.47M
CABO
Cable One, Inc.

Communication Services
7
New
$314.59 - $418.85 $2.2K - $2.93K
7 $2.45M
MATX
Matson, Inc.

Industrials
17
New
$121.89 - $142.79 $2.07K - $2.43K
17 $2.43M
ITT
Itt Inc.

Industrials
16
New
$125.05 - $150.55 $2K - $2.41K
16 $2.39M
APEI
American Public Education Inc

Consumer Defensive
161
New
$12.3 - $20.68 $1.98K - $3.33K
161 $2.38M
WCC
Wesco International Inc

Industrials
14
New
$149.47 - $183.24 $2.09K - $2.57K
14 $2.35M
CNXN
Pc Connection Inc

Technology
31
New
$62.1 - $76.54 $1.93K - $2.37K
31 $2.34M
LASR
Nlight, Inc.

Technology
216
New
$10.41 - $13.11 $2.25K - $2.83K
216 $2.31M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
24
New
$81.07 - $95.1 $1.95K - $2.28K
24 $2.28M
USLM
United States Lime & Minerals Inc

Basic Materials
23
New
$69.25 - $395.38 $1.59K - $9.09K
23 $2.25M
XRX
Xerox Holdings Corp

Technology
216
New
$9.66 - $12.04 $2.09K - $2.6K
216 $2.24M
Healthcare Rlty Tr
122
New
N/A
122 $2.22M
UPST
Upstart Holdings, Inc.

Financial Services
55
New
$22.9 - $44.11 $1.26K - $2.43K
55 $2.2M
KURA
Kura Oncology, Inc.

Healthcare
110
New
$18.57 - $23.23 $2.04K - $2.56K
110 $2.15M
HSTM
Healthstream Inc

Healthcare
74
New
$27.19 - $30.84 $2.01K - $2.28K
74 $2.14M
CYH
Community Health Systems Inc

Healthcare
349
New
$3.24 - $6.22 $1.13K - $2.17K
349 $2.12M
GOOD
Gladstone Commercial Corp

Real Estate
126
New
$14.02 - $16.24 $1.77K - $2.05K
126 $2.05M
URGN
Uro Gen Pharma Ltd.

Healthcare
161
New
$12.7 - $17.92 $2.04K - $2.89K
161 $2.05M
Moneylion Inc
49
New
N/A
49 $2.04M
APTV
Aptiv PLC

Consumer Cyclical
28
+ 466.67%
$65.39 - $74.24 $1.83K - $2.08K
34 $2.45M
KRNY
Kearny Financial Corp.

Financial Services
292
New
$5.75 - $7.43 $1.68K - $2.17K
292 $2.01M
ATRO
Astronics Corp

Industrials
102
New
$18.3 - $23.39 $1.87K - $2.39K
102 $1.99M
LNTH
Lantheus Holdings, Inc.

Healthcare
18
New
$77.7 - $123.62 $1.4K - $2.23K
18 $1.98M
FOR
Forestar Group Inc.

Real Estate
61
New
$28.23 - $36.91 $1.72K - $2.25K
61 $1.98M
AN
Autonation, Inc.

Consumer Cyclical
11
New
$156.14 - $190.72 $1.72K - $2.1K
11 $1.97M
MD
Mednax, Inc.

Healthcare
169
New
$6.77 - $11.6 $1.14K - $1.96K
169 $1.96M
CRDO
Credo Technology Group Holding LTD

Technology
63
New
$24.26 - $36.45 $1.53K - $2.3K
63 $1.94M
FFIC
Flushing Financial Corp

Financial Services
133
New
$12.48 - $16.67 $1.66K - $2.22K
133 $1.94M
COLL
Collegium Pharmaceutical, Inc

Healthcare
50
New
$31.4 - $39.07 $1.57K - $1.95K
50 $1.93M
VRTS
Virtus Investment Partners, Inc.

Financial Services
9
New
$192.39 - $245.79 $1.73K - $2.21K
9 $1.89M
SKX
Skechers Usa Inc

Consumer Cyclical
28
New
$59.45 - $70.15 $1.66K - $1.96K
28 $1.87M
BGS
B&G Foods, Inc.

Consumer Defensive
211
New
$7.68 - $9.34 $1.62K - $1.97K
211 $1.87M
CMA
Comerica Inc

Financial Services
31
New
$49.93 - $61.49 $1.55K - $1.91K
31 $1.86M
EB
Eventbrite, Inc.

Technology
676
New
$2.72 - $5.7 $1.84K - $3.85K
676 $1.85M
THFF
First Financial Corp

Financial Services
42
New
$35.62 - $46.32 $1.5K - $1.95K
42 $1.84M
Orrstown Finl Svcs Inc
51
New
N/A
51 $1.83M
JOE
St Joe CO

Real Estate
31
New
$52.59 - $63.7 $1.63K - $1.97K
31 $1.81M
CSCO
Cisco Systems, Inc.

Technology
21
+ 17.95%
$44.74 - $53.22 $940 - $1.12K
138 $7.35M
CSGS
Csg Systems International Inc

Technology
36
New
$40.08 - $48.65 $1.44K - $1.75K
36 $1.75M
WASH
Washington Trust Bancorp Inc

Financial Services
54
New
$25.83 - $34.26 $1.39K - $1.85K
54 $1.74M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
142
New
$6.25 - $16.65 $888 - $2.36K
142 $1.74M
RXST
Rx Sight, Inc.

Healthcare
35
New
$40.78 - $57.04 $1.43K - $2K
35 $1.73M
TDG
Trans Digm Group Inc

Industrials
1
+ 50.0%
$1202.03 - $1427.41 $1.2K - $1.43K
3 $4.28M
STOK
Stoke Therapeutics, Inc.

Healthcare
139
New
$12.24 - $15.92 $1.7K - $2.21K
139 $1.71M
CRCT
Cricut, Inc.

Technology
246
New
$5.41 - $6.93 $1.33K - $1.7K
246 $1.71M
KODK
Eastman Kodak CO

Industrials
359
New
$4.72 - $5.86 $1.69K - $2.1K
359 $1.7M
TXG
10x Genomics, Inc.

Healthcare
75
New
$15.71 - $23.49 $1.18K - $1.76K
75 $1.69M
EOLS
Evolus, Inc.

Healthcare
102
New
$10.66 - $17.48 $1.09K - $1.78K
102 $1.65M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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