A detailed history of True Wealth Design, LLC transactions in Wex Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 107 shares of WEX stock, worth $14,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107
Previous 14 664.29%
Holding current value
$14,649
Previous $2.21 Million 622.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026

BUY
$136.91 - $160.92 $12,732 - $14,965
93 Added 664.29%
107 $15.9 Million
Q2 2025

Aug 06, 2025

BUY
$113.47 - $161.8 $1,248 - $1,779
11 Added 366.67%
14 $2.06 Million
Q1 2025

May 13, 2025

SELL
$148.29 - $186.78 $4,448 - $5,603
-30 Reduced 90.91%
3 $472,000
Q4 2024

Feb 14, 2025

BUY
$167.45 - $216.67 $5,525 - $7,150
33 New
33 $5.79 Million

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $5.97B
  • Description
  • WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment offers fleet vehicle payment processing services. Its services include customer, account activation, ...
More about WEX
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