True Wealth Design, LLC SB FINL GROUP INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
5
Previous 7 28.57%
Holding current value
$112,000
Previous $136,000 17.65%
% 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
SELL
N/A
-2 Reduced 28.57%
5 $112,000
Q3 2025

Oct 21, 2025
BUY
N/A
7 New
7 $136,000
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