True Wealth Design, LLC SOUTHSTATE BK CORP Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
184
Previous 378 51.32%
Holding current value
$17.3 Million
Previous $37.4 Million 53.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 08, 2026
SELL
N/A
-194 Reduced 51.32%
184 $17.3 Million
Q3 2025

Oct 21, 2025
BUY
N/A
378 New
378 $37.4 Million
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