True Wealth Design, LLC LINEAGE INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
169
Previous 199 15.08%
Holding current value
$5.92 Million
Previous $7.69 Million 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
SELL
N/A
-30 Reduced 15.08%
169 $5.92 Million
Q3 2025

Oct 21, 2025
BUY
N/A
46 Added 30.07%
199 $7.69 Million
Q2 2025

Aug 06, 2025
BUY
N/A
153 New
153 $6.66 Million
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