True Wealth Design, LLC Banks—Regional

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.9B
$126 Million 0.05% of portfolio
2,890
Q4 2024 Added 10.52%
$55.9B
$53.4 Million 0.02% of portfolio
1,232
Q4 2024 Added 2.67%
$10.5B
$48.6 Million 0.02% of portfolio
2,411
Q4 2024 Added 4.46%
$71.3B
$38.7 Million 0.02% of portfolio
201
Q4 2024 Added 41.55%
$22.1B
$37.1 Million 0.01% of portfolio
2,283
Q3 2024 Reduced 34.94%
$452M
$36.7 Million 0.01% of portfolio
2,581
Q3 2024 Reduced 32.19%
$7.08B
$30 Million 0.01% of portfolio
282
Q4 2024 Added 66.86%
$8.08B
$27.5 Million 0.01% of portfolio
205
Q3 2024 New
$5.36B
$27.1 Million 0.01% of portfolio
609
Q4 2024 Added 30.69%
$7.48B
$24.7 Million 0.01% of portfolio
396
Q4 2024 Reduced 49.49%
$6.58B
$19.4 Million 0.01% of portfolio
257
Q4 2024 New
$31.5B
$14.9 Million 0.01% of portfolio
79
Q3 2024 New
$7.92B
$14.3 Million 0.01% of portfolio
231
Q4 2024 Added 645.16%
$699M
$11.2 Million 0.0% of portfolio
476
Q3 2024 New
$1.36B
$9.72 Million 0.0% of portfolio
358
Q4 2024 Added 13.65%
$65B
$8.09 Million 0.0% of portfolio
169
Q4 2024 Added 12.67%
$1.23B
$7.26 Million 0.0% of portfolio
84
Q3 2024 New
$1.02B
$6.93 Million 0.0% of portfolio
383
Q3 2024 New
$1.53B
$6.31 Million 0.0% of portfolio
108
Q3 2024 New
$807M
$5.83 Million 0.0% of portfolio
986
Q4 2024 Reduced 18.91%
$400M
$2.34 Million 0.0% of portfolio
96
Q4 2024 Added 1,100.0%
$1.68B
$2.3 Million 0.0% of portfolio
63
Q4 2024 Reduced 3.08%
$560M
$2.14 Million 0.0% of portfolio
184
Q4 2024 Reduced 35.21%
$6.74B
$2.07 Million 0.0% of portfolio
22
Q4 2024 Reduced 75.0%
$226M
$977,000 0.0% of portfolio
20
Q4 2024 Added 150.0%
$7.6B
$977,000 0.0% of portfolio
18
Q4 2024 New
$610M
$832,000 0.0% of portfolio
18
Q4 2024 Reduced 57.14%
$860M
$767,000 0.0% of portfolio
65
Q4 2024 Reduced 42.48%
$443M
$765,000 0.0% of portfolio
108
Q4 2024 Reduced 63.01%
$306M
$753,000 0.0% of portfolio
56
Q4 2024 New
$400M
$672,000 0.0% of portfolio
47
Q4 2024 Reduced 64.66%
$160M
$543,000 0.0% of portfolio
33
Q4 2024 New
$309M
$312,000 0.0% of portfolio
27
Q4 2024 Added 440.0%
$3.87B
$235,000 0.0% of portfolio
3
Q4 2024 New
$453M
$175,000 0.0% of portfolio
4
Q3 2024 New
$306M
$154,000 0.0% of portfolio
7
Q3 2024 New
$2.97B
$129,000 0.0% of portfolio
2
Q4 2024 Reduced 98.36%
$532M
$60,000 0.0% of portfolio
5
Q4 2024 New
$339M
$54,000 0.0% of portfolio
2
Q3 2024 New
$247M
$53,000 0.0% of portfolio
11
Q4 2024 New
$1.11B
$31,000 0.0% of portfolio
1
Q4 2024 New
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