True Wealth Design, LLC LAZARD INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
75
Previous 12 525.0%
Holding current value
$3.64 Million
Previous $634,000 474.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
N/A
63 Added 525.0%
75 $3.64 Million
Q2 2025

Aug 06, 2025
BUY
N/A
4 Added 50.0%
12 $576,000
Q1 2025

May 13, 2025
BUY
N/A
8 New
8 $347,000
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