True Wealth Design, LLC AEGON LTD Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
1,824
Previous 1,448 25.97%
Holding current value
$14.1 Million
Previous $11.6 Million 21.56%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
376 Added 25.97%
1,824 $14.1 Million
Q3 2025

Oct 21, 2025
BUY
N/A
1,448 New
1,448 $11.6 Million
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