TWD
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True Wealth Design’s a.k.a. Brands AKA Stock Holding History

True Wealth Design’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21 Hold
2
– – ﹤0.01% 2504
2025
Q1 		$27 Buy
+2
New +$27 ﹤0.01% 2525