Number of Shares
45
Previous 45 -0.0%
Holding current value
$1.2 Million
Previous $1.13 Million 6.01%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
11 Added 32.35%
45 $1.13 Million
Q1 2024

May 14, 2024

BUY
N/A
15 Added 78.95%
34 $755,000
Q3 2023

Nov 13, 2023

BUY
N/A
19 New
19 $301,000
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.