True Wealth Design, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
250,465
Previous 216,384 15.75%
Holding current value
$12.6 Billion
Previous $10.9 Billion 15.89%
% of portfolio
3.7%
Previous 3.33%

Shares

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

Jan 08, 2026
BUY
N/A
34,081 Added 15.75%
250,465 $12.6 Billion
Q3 2025

Oct 21, 2025
BUY
N/A
13,642 Added 6.73%
216,384 $10.9 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
202,742 New
202,742 $10.2 Billion
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email