True Wealth Design, LLC PRIORITY TECHNOLOGY HLDGS IN Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
96
Previous 443 78.33%
Holding current value
$524,000
Previous $3.04 Million 82.79%
% 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
-347 Reduced 78.33%
96 $524,000
Q3 2025

Oct 21, 2025
BUY
N/A
150 Added 51.19%
443 $3.04 Million
Q2 2025

Aug 06, 2025
BUY
N/A
293 New
293 $2.28 Million
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