True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $405 Billion
  • Q2 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$38.8 Million 0.01% of portfolio
548
Q2 2024 Added 1.29%
$88.1B
$21.9 Million 0.01% of portfolio
219
Q2 2024 Added 67.18%
$50.1B
$4.12 Million 0.0% of portfolio
47
Q2 2024 Added 370.0%
$97.8B
$2.17 Million 0.0% of portfolio
28
Q2 2024 Added 33.33%
$47.7B
$1.59 Million 0.0% of portfolio
28
Q2 2024 Added 21.74%
$44B
$1.25 Million 0.0% of portfolio
17
Q2 2024 Added 21.43%
$40B
$1.1 Million 0.0% of portfolio
63
Q2 2024 Added 28.57%
$36.5B
$1.07 Million 0.0% of portfolio
12
Q2 2024 Added 33.33%
$18.5B
$961,000 0.0% of portfolio
31
Q2 2024 Added 40.91%
$31.7B
$862,000 0.0% of portfolio
12
Q2 2024 Added 33.33%
$20.7B
$816,000 0.0% of portfolio
21
Q2 2024 Added 23.53%
$24B
$778,000 0.0% of portfolio
7
Q2 2024 Added 40.0%
$20.2B
$774,000 0.0% of portfolio
13
Q2 2024 Added 85.71%
$39.3B
$762,000 0.0% of portfolio
22
Q2 2024 Added 15.79%
$15B
$713,000 0.0% of portfolio
14
Q2 2024 Added 16.67%
$10.6B
$681,000 0.0% of portfolio
96
Q2 2024 Added 31.51%
$23.7B
$636,000 0.0% of portfolio
23
Q2 2024 Added 21.05%
$30.1B
$628,000 0.0% of portfolio
8
Q2 2024 Added 14.29%
$34.6B
$588,000 0.0% of portfolio
11
Q2 2024 Reduced 8.33%
$24.5B
$536,000 0.0% of portfolio
14
Q1 2024 Added 75.0%
$9.88B
$535,000 0.0% of portfolio
7
Q2 2024 Reduced 12.5%
$27.3B
$535,000 0.0% of portfolio
5
Q1 2024 Added 66.67%
$13.8B
$477,000 0.0% of portfolio
9
Q2 2024 Added 12.5%
$22.4B
$397,000 0.0% of portfolio
7
Q1 2024 Added 40.0%
$22.2B
$356,000 0.0% of portfolio
5
Q2 2024 Reduced 16.67%
$15.2B
$341,000 0.0% of portfolio
53
Q2 2024 Added 82.76%
$3.9B
$84,000 0.0% of portfolio
30
Q1 2024 Added 87.5%
$13.8B
$36,000 0.0% of portfolio
1
Q2 2024 Reduced 66.67%
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