True Wealth Design, LLC BANKFINANCIAL CORP Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
11
Previous 16 31.25%
Holding current value
$132,000
Previous $193,000 31.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
SELL
N/A
-5 Reduced 31.25%
11 $132,000
Q3 2025

Oct 21, 2025
BUY
N/A
16 New
16 $193,000
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