True Wealth Design, LLC Purchases in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STRO
Sutro Biopharma, Inc.

Healthcare
318
New
$2.88 - $5.01 $916 - $1.59K
318 $1.1M
QNST
Quinstreet, Inc

Communication Services
57
New
$15.41 - $20.17 $878 - $1.15K
57 $1.09M
DAKT
Daktronics Inc

Technology
84
New
$11.8 - $15.84 $991 - $1.33K
84 $1.09M
MGNX
Macrogenics Inc

Healthcare
327
New
$3.0 - $5.55 $981 - $1.81K
327 $1.08M
ACIW
Aci Worldwide, Inc.

Technology
21
New
$38.9 - $50.89 $817 - $1.07K
21 $1.07M
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 1.87%
$125.95 - $139.96 $252 - $280
109 $15.2M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
111
New
$8.32 - $11.0 $924 - $1.22K
111 $1.03M
ENS
Ener Sys

Industrials
10
New
$93.92 - $110.19 $939 - $1.1K
10 $1.02M
KALU
Kaiser Aluminum Corp

Basic Materials
14
New
$66.36 - $99.35 $929 - $1.39K
14 $1.02M
ADPT
Adaptive Biotechnologies Corp

Healthcare
195
New
$3.37 - $5.12 $657 - $998
195 $999K
CVI
Cvr Energy Inc

Energy
42
New
$21.22 - $28.73 $891 - $1.21K
42 $968K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 30.77%
$85.97 - $124.48 $344 - $498
17 $2.12M
BLK
Black Rock Inc.

Financial Services
1
New
$782.27 - $949.51 $782 - $950
1 $950K
WK
Workiva Inc

Technology
12
New
$70.26 - $80.48 $843 - $966
12 $950K
Corpay Inc
3
New
N/A
3 $939K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
472
New
$1.72 - $8.0 $812 - $3.78K
472 $888K
LBRT
Liberty Energy Inc.

Energy
46
New
$18.68 - $24.15 $859 - $1.11K
46 $879K
UVSP
Univest Financial Corp

Financial Services
31
New
$22.22 - $29.19 $689 - $905
31 $873K
CHT
Chunghwa Telecom CO LTD

Communication Services
21
+ 67.74%
$36.12 - $40.59 $759 - $852
52 $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 26.32%
$72.51 - $98.6 $363 - $493
24 $2.34M
OIS
Oil States International, Inc

Energy
182
New
$4.05 - $5.72 $737 - $1.04K
182 $838K
CARR
Carrier Global Corp

Industrials
4
+ 13.79%
$61.9 - $80.88 $248 - $324
33 $2.66M
BCBP
Bcb Bancorp Inc

Financial Services
66
New
$10.04 - $12.9 $663 - $851
66 $815K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 5.0%
$175.14 - $206.36 $175 - $206
21 $4.33M
UPWK
Upwork, Inc

Industrials
77
New
$9.01 - $12.12 $694 - $933
77 $805K
SWBI
Smith & Wesson Brands, Inc.

Industrials
62
New
$12.24 - $16.69 $759 - $1.03K
62 $805K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 40.0%
$247.34 - $300.11 $495 - $600
7 $2.09M
BKE
Buckle Inc

Consumer Cyclical
18
New
$35.9 - $44.62 $646 - $803
18 $792K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
211
New
$2.9 - $4.57 $612 - $964
211 $777K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19
+ 118.75%
$31.95 - $38.02 $607 - $722
35 $1.31M
SMRT
Smart Rent, Inc.

Technology
447
New
$1.38 - $2.54 $617 - $1.14K
447 $774K
DH
Definitive Healthcare Corp.

Healthcare
173
New
$3.55 - $6.03 $614 - $1.04K
173 $774K
ALHC
Alignment Healthcare, Inc.

Healthcare
65
New
$7.79 - $11.88 $506 - $772
65 $769K
MKTX
Marketaxess Holdings Inc

Financial Services
3
New
$193.39 - $261.08 $580 - $783
3 $769K
PBPB
Potbelly Corp

Consumer Cyclical
91
New
$6.6 - $8.4 $601 - $764
91 $759K
Inhibrx Biosciences Inc
47
New
N/A
47 $737K
WFRD
Weatherford International PLC

Energy
8
New
$84.06 - $134.26 $672 - $1.07K
8 $680K
NNN
National Retail Properties, Inc.

Real Estate
14
New
$42.12 - $48.79 $590 - $683
14 $679K
K
Kellogg CO

Consumer Defensive
2
+ 9.09%
$56.19 - $80.81 $112 - $162
24 $1.94M
ADTN
Adtran Inc

Technology
112
New
$4.68 - $6.77 $524 - $758
112 $665K
CW
Curtiss Wright Corp

Industrials
2
New
$265.18 - $332.22 $530 - $664
2 $658K
ARGX
Argenx Se

Healthcare
1
+ 100.0%
$434.22 - $551.9 $434 - $552
2 $1.09M
REPL
Replimune Group, Inc.

Healthcare
59
New
$8.09 - $11.23 $477 - $663
59 $647K
HCSG
Healthcare Services Group Inc

Healthcare
57
New
$10.38 - $11.87 $592 - $677
57 $637K
FUBO
Fubo Tv Inc.

Communication Services
446
New
$1.16 - $2.07 $517 - $923
446 $634K
OKE
Oneok Inc

Energy
5
+ 27.78%
$78.62 - $95.27 $393 - $476
23 $2.1M
ARLO
Arlo Technologies, Inc.

Industrials
51
New
$11.01 - $17.1 $562 - $872
51 $618K
APLT
Applied Therapeutics Inc.

Healthcare
72
New
$4.35 - $8.5 $313 - $612
72 $612K
COUR
Coursera, Inc.

Consumer Defensive
77
New
$7.01 - $10.72 $540 - $825
77 $612K
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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