True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.4B
$129 Million 0.05% of portfolio
1,973
Q3 2024 Added 17,836.36%
$32.1B
$63.5 Million 0.02% of portfolio
610
Q3 2024 Added 4,983.33%
$44.5B
$61.9 Million 0.02% of portfolio
1,071
Q3 2024 Added 8,138.46%
$22.5B
$55 Million 0.02% of portfolio
631
Q3 2024 Added 5,158.33%
$19.5B
$52.7 Million 0.02% of portfolio
774
Q3 2024 Added 10,957.14%
$143B
$46.6 Million 0.02% of portfolio
551
Q3 2024 Added 0.55%
$22.4B
$29 Million 0.01% of portfolio
654
Q3 2024 Added 4,571.43%
$14.6B
$21.8 Million 0.01% of portfolio
351
Q3 2024 Added 3,800.0%
$13.9B
$4.19 Million 0.0% of portfolio
117
Q3 2024 Added 11,600.0%
$32.9B
$2.71 Million 0.0% of portfolio
137
Q3 2024 Added 117.46%
$90.9B
$2.53 Million 0.0% of portfolio
28
Q2 2024 Added 33.33%
$84.6B
$1.96 Million 0.0% of portfolio
17
Q3 2024 Reduced 92.24%
$44.1B
$1.95 Million 0.0% of portfolio
28
Q2 2024 Added 21.74%
$43.9B
$1.61 Million 0.0% of portfolio
18
Q3 2024 Added 5.88%
$50.5B
$1.44 Million 0.0% of portfolio
14
Q3 2024 Reduced 70.21%
$19.1B
$1.06 Million 0.0% of portfolio
15
Q3 2024 Added 15.38%
$14.7B
$972,000 0.0% of portfolio
16
Q3 2024 Added 14.29%
$20.3B
$955,000 0.0% of portfolio
21
Q2 2024 Added 23.53%
$23.1B
$899,000 0.0% of portfolio
7
Q2 2024 Added 40.0%
$24.2B
$894,000 0.0% of portfolio
27
Q3 2024 Added 17.39%
$20.4B
$883,000 0.0% of portfolio
30
Q3 2024 Reduced 3.23%
$24.3B
$875,000 0.0% of portfolio
10
Q3 2024 Added 100.0%
$30.9B
$866,000 0.0% of portfolio
9
Q3 2024 Added 12.5%
$16.8B
$790,000 0.0% of portfolio
6
Q3 2024 Added 20.0%
$9.42B
$730,000 0.0% of portfolio
94
Q3 2024 Reduced 2.08%
$13.6B
$355,000 0.0% of portfolio
49
Q3 2024 Reduced 7.55%
$9.69B
$266,000 0.0% of portfolio
3
Q3 2024 Reduced 57.14%
$344M
$228,000 0.0% of portfolio
14
Q3 2024 New
$4.14B
$168,000 0.0% of portfolio
60
Q3 2024 Added 100.0%
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