TWD
BASE

True Wealth Design’s Couchbase BASE Stock Holding History

True Wealth Design’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-360
Closed -$8.78K – 2729
2025
Q2 		$8.78K Buy
360
+171
+90% +$3.11K ﹤0.01% 625
2025
Q1 		$2.98K Buy
189
+29
+18% +$481 ﹤0.01% 862
2024
Q4 		$2.5K Buy
160
+1
+0.6% +$17 ﹤0.01% 679
2024
Q3 		$2.56K Buy
+159
New +$2.75K ﹤0.01% 719

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return