True Wealth Design’s Alector ALEC Stock Holding History

True Wealth Design’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74K	Buy	867 +274	+46%	+$587	﹤0.01%	1742
2026 Q1	$1.27K	Buy	593 +30	+5%	+$60	﹤0.01%	1716
2025 Q4	$879	Sell	563 -236	-30%	-$419	﹤0.01%	1754
2025 Q3	$2.37K	Sell	799 -131	-14%	-$289	﹤0.01%	1397
2025 Q2	$1.3K	Buy	930 +378	+68%	+$473	﹤0.01%	1358
2025 Q1	$679	Buy	552 +349	+172%	+$568	﹤0.01%	1428
2024 Q4	$384	Sell	203 -38	-16%	-$143	﹤0.01%	1134
2024 Q3	$1.12K	Buy	+241	New	+$1.29K	﹤0.01%	945

Other funds holding ALEC

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return