True Wealth Design, LLC Stellar Bancorp Inc Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Stellar Bancorp Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 145 shares of STEL stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
145
Previous 145 -0.0%
Holding current value
$0
Previous $4.06 Million 8.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
123 Added 559.09%
145 $4.06 Million
Q1 2025

May 13, 2025
BUY
N/A
22 New
22 $609,000

Others Institutions Holding STEL

# of Institutions
197
Shares Held
32.1M
Call Options Held
0
Put Options Held
0
View Full List

About STELLAR BANCORP INC

STEL Quotes by TradingView
  • Ticker STEL
More about STEL
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email