True Wealth Design, LLC MARKETWISE INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
18
Previous 25 28.0%
Holding current value
$271,000
Previous $414,000 34.54%
% 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
SELL
N/A
-7 Reduced 28.0%
18 $271,000
Q3 2025

Oct 21, 2025
SELL
N/A
-2 Reduced 7.41%
25 $414,000
Q2 2025

Aug 06, 2025
BUY
N/A
27 New
27 $535,000
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