True Wealth Design, LLC RB GLOBAL INC Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
26
Previous 32 18.75%
Holding current value
$2.68 Million
Previous $3.47 Million 22.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
SELL
N/A
-6 Reduced 18.75%
26 $2.68 Million
Q3 2025

Oct 21, 2025
BUY
N/A
9 Added 39.13%
32 $3.47 Million
Q2 2025

Aug 06, 2025
BUY
N/A
4 Added 21.05%
23 $2.44 Million
Q1 2025

May 13, 2025
BUY
N/A
10 Added 111.11%
19 $1.91 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2 Added 28.57%
9 $812,000
Q2 2024

Aug 14, 2024
BUY
N/A
2 Added 40.0%
7 $535,000
Q1 2024

May 14, 2024
BUY
N/A
2 Added 66.67%
5 $381,000
Q2 2023

Aug 14, 2023
BUY
N/A
3 New
3 $180,000
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