True Wealth Design, LLC THOMSON REUTERS CORP Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
41
Previous 29 41.38%
Holding current value
$5.41 Million
Previous $4.51 Million 20.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
N/A
12 Added 41.38%
41 $5.41 Million
Q3 2025

Oct 21, 2025
BUY
N/A
22 Added 314.29%
29 $4.51 Million
Q2 2025

Aug 06, 2025
BUY
N/A
2 Added 40.0%
7 $1.41 Million
Q4 2024

Feb 14, 2025
BUY
N/A
1 Added 25.0%
5 $802,000
Q2 2024

Aug 14, 2024
BUY
N/A
1 Added 33.33%
4 $675,000
Q4 2023

Feb 14, 2024
BUY
N/A
2 Added 200.0%
3 $439,000
Q3 2023

Nov 13, 2023
BUY
N/A
1 New
1 $123,000
Q2 2023

Aug 14, 2023
BUY
N/A
0 New
0 $1,000
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