True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.3B
$134 Million 0.05% of portfolio
1,987
Q4 2024 Added 0.71%
$141B
$41.3 Million 0.02% of portfolio
576
Q4 2024 Added 4.54%
$31.8B
$36.9 Million 0.01% of portfolio
1,827
Q4 2024 Added 1,233.58%
$19.9B
$33.6 Million 0.01% of portfolio
421
Q4 2024 Reduced 33.28%
$4.41B
$26.8 Million 0.01% of portfolio
614
Q4 2024 New
$24.2B
$26.2 Million 0.01% of portfolio
658
Q4 2024 Added 0.61%
$15.6B
$22 Million 0.01% of portfolio
357
Q4 2024 Added 1.71%
$25.6B
$11.1 Million 0.0% of portfolio
92
Q4 2024 Added 1,214.29%
$47.8B
$3.76 Million 0.0% of portfolio
70
Q4 2024 Reduced 93.46%
$10.4B
$3.48 Million 0.0% of portfolio
41
Q4 2024 Added 1,266.67%
$96.2B
$3.46 Million 0.0% of portfolio
42
Q4 2024 Added 50.0%
$89B
$3.02 Million 0.0% of portfolio
28
Q4 2024 Added 64.71%
$54.1B
$2.47 Million 0.0% of portfolio
27
Q4 2024 Added 92.86%
$44.9B
$1.96 Million 0.0% of portfolio
33
Q4 2024 Added 17.86%
$43.1B
$1.87 Million 0.0% of portfolio
50
Q4 2024 Added 100.0%
$41.9B
$1.61 Million 0.0% of portfolio
19
Q4 2024 Added 5.56%
$25.5B
$1.16 Million 0.0% of portfolio
13
Q4 2024 Added 30.0%
$21.6B
$1.14 Million 0.0% of portfolio
36
Q4 2024 Added 20.0%
$20.7B
$1.13 Million 0.0% of portfolio
17
Q4 2024 Added 13.33%
$25.6B
$1.07 Million 0.0% of portfolio
33
Q4 2024 Added 22.22%
$34.8B
$1.07 Million 0.0% of portfolio
12
Q4 2024 Reduced 98.03%
$17.3B
$1.06 Million 0.0% of portfolio
14
Q4 2024 Added 133.33%
$15.8B
$1.01 Million 0.0% of portfolio
17
Q4 2024 Added 6.25%
$21.1B
$998,000 0.0% of portfolio
24
Q4 2024 Added 14.29%
$32.8B
$941,000 0.0% of portfolio
10
Q4 2024 Added 11.11%
$9.78B
$688,000 0.0% of portfolio
100
Q4 2024 Added 6.38%
$5.77B
$656,000 0.0% of portfolio
6
Q4 2024 New
$15.2B
$258,000 0.0% of portfolio
45
Q4 2024 Reduced 8.16%
$4.68B
$133,000 0.0% of portfolio
46
Q4 2024 Reduced 23.33%
$343M
$16,000 0.0% of portfolio
1
Q4 2024 Reduced 92.86%
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