True Wealth Design, LLC Sells in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIRC
Virco Mfg Corporation

Consumer Cyclical
-167
- 92.27%
$10.21 - $16.74 $1.71K - $2.8K
14 $144K
ASH
Ashland Global Holdings Inc

Basic Materials
-18
- 26.87%
$70.93 - $87.79 $1.28K - $1.58K
49 $3.5M
CRUS
Cirrus Logic, Inc.

Technology
-5
- 7.04%
$99.58 - $125.3 $498 - $627
66 $6.57M
CMI
Cummins Inc

Industrials
-13
- 13.68%
$324.93 - $383.42 $4.22K - $4.98K
82 $28.6M
OLN
Olin Corp

Basic Materials
-26
- 29.89%
$33.13 - $47.98 $861 - $1.25K
61 $2.06M
HCA
Hca Healthcare, Inc.

Healthcare
-3
- 30.0%
$297.52 - $415.61 $893 - $1.25K
7 $1.95M
KURA
Kura Oncology, Inc.

Healthcare
-101
- 91.82%
$8.51 - $19.21 $860 - $1.94K
9 $79K
SJM
J M Smucker CO

Consumer Defensive
-7
- 6.14%
$106.92 - $121.75 $748 - $852
107 $11.8M
AMCX
Amc Networks Inc.

Communication Services
-240
- 73.39%
$7.66 - $9.92 $1.84K - $2.38K
87 $862K
Moneylion Inc
-48
- 97.96%
N/A
1 $87K
FOR
Forestar Group Inc.

Real Estate
-53
- 86.89%
$25.52 - $33.06 $1.35K - $1.75K
8 $208K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 33.33%
$701.85 - $1046.91 $702 - $1.05K
2 $1.43M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-739
- 75.1%
$2.63 - $6.64 $1.94K - $4.91K
245 $1.06M
LNTH
Lantheus Holdings, Inc.

Healthcare
-15
- 83.33%
$76.22 - $116.71 $1.14K - $1.75K
3 $269K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-40
- 70.18%
$31.86 - $41.49 $1.27K - $1.66K
17 $585K
LASR
Nlight, Inc.

Technology
-156
- 72.22%
$9.88 - $14.68 $1.54K - $2.29K
60 $630K
PKX
Posco Holdings Inc.

Basic Materials
-14
- 35.9%
$43.3 - $69.98 $606 - $980
25 $1.08M
ZETA
Zeta Global Holdings Corp.

Technology
-34
- 39.08%
$17.37 - $36.74 $591 - $1.25K
53 $954K
EOLS
Evolus, Inc.

Healthcare
-98
- 96.08%
$10.84 - $17.45 $1.06K - $1.71K
4 $45K
APEI
American Public Education Inc

Consumer Defensive
-121
- 75.16%
$13.6 - $23.27 $1.65K - $2.82K
40 $863K
JOE
St Joe CO

Real Estate
-24
- 77.42%
$43.8 - $59.68 $1.05K - $1.43K
7 $315K
FDX
Fedex Corp

Industrials
-6
- 26.09%
$260.5 - $305.15 $1.56K - $1.83K
17 $4.83M
PK
Park Hotels & Resorts Inc.

Real Estate
-99
- 5.9%
$13.68 - $15.82 $1.35K - $1.57K
1.58K $22.2M
EB
Eventbrite, Inc.

Technology
-534
- 78.99%
$2.64 - $3.95 $1.41K - $2.11K
142 $478K
ELV
Elevance Health, Inc.

Healthcare
-1
- 14.29%
$365.96 - $514.62 $366 - $515
6 $2.3M
CRBG
Corebridge Financial, Inc.

Financial Services
-65
- 7.76%
$28.28 - $33.37 $1.84K - $2.17K
773 $23.1M
KT
Kt Corp

Communication Services
-85
- 66.41%
$14.79 - $18.29 $1.26K - $1.55K
43 $668K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-230
- 18.91%
$5.54 - $7.18 $1.27K - $1.65K
986 $5.83M
FFIC
Flushing Financial Corp

Financial Services
-86
- 64.66%
$13.87 - $18.2 $1.19K - $1.57K
47 $672K
BP
Bp PLC

Energy
-32
- 18.82%
$28.16 - $33.14 $901 - $1.06K
138 $4.08M
KRNY
Kearny Financial Corp.

Financial Services
-184
- 63.01%
$6.43 - $8.48 $1.18K - $1.56K
108 $765K
SAGE
Sage Therapeutics, Inc.

Healthcare
-157
- 81.35%
$4.78 - $8.57 $750 - $1.35K
36 $196K
SOHO
Sotherly Hotels Inc.

Real Estate
-1
- 0.02%
N/A
4.28K $3.99M
HCI
Hci Group, Inc.

Financial Services
-13
- 38.24%
$95.47 - $123.75 $1.24K - $1.61K
21 $2.45M
NFBK
Northfield Bancorp, Inc.

Financial Services
-100
- 35.21%
$11.03 - $14.1 $1.1K - $1.41K
184 $2.14M
NUVB
Nuvation Bio Inc.

Healthcare
-495
- 88.24%
$2.01 - $3.01 $995 - $1.49K
66 $176K
VALE
Vale S.A.

Basic Materials
-53
- 24.88%
$8.74 - $11.78 $463 - $624
160 $1.42M
BLND
Blend Labs, Inc.

Technology
-281
- 84.89%
$3.31 - $5.35 $930 - $1.5K
50 $211K
CE
Celanese Corp

Basic Materials
-6
- 66.67%
$67.03 - $136.68 $402 - $820
3 $208K
THFF
First Financial Corp

Financial Services
-24
- 57.14%
$41.17 - $50.61 $988 - $1.21K
18 $832K
CTRA
Coterra Energy Inc.

Energy
-140
- 8.66%
$22.71 - $27.63 $3.18K - $3.87K
1.48K $37.7M
CLF
Cleveland Cliffs Inc.

Basic Materials
-11
- 4.21%
$9.24 - $13.94 $102 - $153
250 $2.35M
CCSI
Consensus Cloud Solutions, Inc.

Technology
-47
- 9.63%
$20.15 - $26.61 $947 - $1.25K
441 $10.5M
PAHC
Phibro Animal Health Corp

Healthcare
-23
- 7.23%
$20.89 - $25.55 $480 - $588
295 $6.2M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-36
- 14.69%
$97.09 - $120.01 $3.5K - $4.32K
209 $22.6M
STLA
Stellantis N.V.

Consumer Cyclical
-61
- 39.35%
$12.37 - $13.99 $755 - $853
94 $1.23M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-8
- 33.33%
$83.82 - $95.89 $671 - $767
16 $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 3.85%
$873.59 - $994.69 $4.37K - $4.97K
125 $114M
WDS
Woodside Energy Group LTD

Energy
-38
- 23.17%
$14.38 - $18.32 $546 - $696
126 $1.97M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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