True Wealth Design, LLC Banks—Regional

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.6B
$126 Million 0.05% of portfolio
2,890
Q4 2024 Added 10.52%
$48B
$53.4 Million 0.02% of portfolio
1,232
Q4 2024 Added 2.67%
$9.26B
$48.6 Million 0.02% of portfolio
2,411
Q4 2024 Added 4.46%
$62.7B
$38.7 Million 0.02% of portfolio
201
Q4 2024 Added 41.55%
$19B
$37.1 Million 0.01% of portfolio
2,283
Q3 2024 Reduced 34.94%
$408M
$36.7 Million 0.01% of portfolio
2,581
Q3 2024 Reduced 32.19%
$5.98B
$30 Million 0.01% of portfolio
282
Q4 2024 Added 66.86%
$7.05B
$27.5 Million 0.01% of portfolio
205
Q3 2024 New
$4.54B
$27.1 Million 0.01% of portfolio
609
Q4 2024 Added 30.69%
$6.97B
$24.7 Million 0.01% of portfolio
396
Q4 2024 Reduced 49.49%
$5.99B
$19.4 Million 0.01% of portfolio
257
Q4 2024 New
$27.4B
$14.9 Million 0.01% of portfolio
79
Q3 2024 New
$6.83B
$14.3 Million 0.01% of portfolio
231
Q4 2024 Added 645.16%
$633M
$11.2 Million 0.0% of portfolio
476
Q3 2024 New
$1.14B
$9.72 Million 0.0% of portfolio
358
Q4 2024 Added 13.65%
$56.8B
$8.09 Million 0.0% of portfolio
169
Q4 2024 Added 12.67%
$1.12B
$7.26 Million 0.0% of portfolio
84
Q3 2024 New
$904M
$6.93 Million 0.0% of portfolio
383
Q3 2024 New
$1.31B
$6.31 Million 0.0% of portfolio
108
Q3 2024 New
$714M
$5.83 Million 0.0% of portfolio
986
Q4 2024 Reduced 18.91%
$334M
$2.34 Million 0.0% of portfolio
96
Q4 2024 Added 1,100.0%
$1.38B
$2.3 Million 0.0% of portfolio
63
Q4 2024 Reduced 3.08%
$462M
$2.14 Million 0.0% of portfolio
184
Q4 2024 Reduced 35.21%
$6.05B
$2.07 Million 0.0% of portfolio
22
Q4 2024 Reduced 75.0%
$194M
$977,000 0.0% of portfolio
20
Q4 2024 Added 150.0%
$6.42B
$977,000 0.0% of portfolio
18
Q4 2024 New
$518M
$832,000 0.0% of portfolio
18
Q4 2024 Reduced 57.14%
$743M
$767,000 0.0% of portfolio
65
Q4 2024 Reduced 42.48%
$390M
$765,000 0.0% of portfolio
108
Q4 2024 Reduced 63.01%
$266M
$753,000 0.0% of portfolio
56
Q4 2024 New
$329M
$672,000 0.0% of portfolio
47
Q4 2024 Reduced 64.66%
$151M
$543,000 0.0% of portfolio
33
Q4 2024 New
$291M
$312,000 0.0% of portfolio
27
Q4 2024 Added 440.0%
$3.17B
$235,000 0.0% of portfolio
3
Q4 2024 New
$419M
$175,000 0.0% of portfolio
4
Q3 2024 New
$292M
$154,000 0.0% of portfolio
7
Q3 2024 New
$2.48B
$129,000 0.0% of portfolio
2
Q4 2024 Reduced 98.36%
$454M
$60,000 0.0% of portfolio
5
Q4 2024 New
$330M
$54,000 0.0% of portfolio
2
Q3 2024 New
$246M
$53,000 0.0% of portfolio
11
Q4 2024 New
$945M
$31,000 0.0% of portfolio
1
Q4 2024 New
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