True Wealth Design, LLC AMALGAMATED FINANCIAL CORP Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
65
Previous 67 2.99%
Holding current value
$2.08 Million
Previous $1.82 Million 14.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
SELL
N/A
-2 Reduced 2.99%
65 $2.08 Million
Q3 2025

Oct 21, 2025
SELL
N/A
-21 Reduced 23.86%
67 $1.82 Million
Q2 2025

Aug 06, 2025
BUY
N/A
39 Added 79.59%
88 $2.75 Million
Q1 2025

May 13, 2025
BUY
N/A
17 Added 53.13%
49 $1.41 Million
Q4 2024

Feb 14, 2025
BUY
N/A
32 New
32 $1.07 Million
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