True Wealth Design, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
7
Previous 3 133.33%
Holding current value
$367,000
Previous $171,000 114.62%
% 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
BUY
N/A
4 Added 133.33%
7 $367,000
Q3 2025

Oct 21, 2025
BUY
N/A
3 New
3 $171,000
Q3 2023

Nov 13, 2023
SELL
N/A
-637 Reduced 2.61%
23,752 $792 Million
Q2 2023

Aug 14, 2023
BUY
N/A
24,378 Added 221618.19%
24,389 $796 Million
Q1 2023

May 12, 2023
BUY
N/A
11 New
11 $360,000
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