True Wealth Design’s Critical Metals Corp CRML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	1,759	–	–	﹤0.01%	845
2026 Q1	$14K	Hold	1,759	–	–	﹤0.01%	853
2025 Q4	$12.2K	Hold	1,759	–	–	﹤0.01%	788
2025 Q3	$10.9K	Hold	1,759	–	–	﹤0.01%	801
2025 Q2	$6.3K	Buy	1,759 +1,747	+14,558%	+$3.19K	﹤0.01%	726
2025 Q1	$17	Buy	12 +9	+300%	+$41	﹤0.01%	2609
2024 Q4	$21	Buy	+3	New	+$20	﹤0.01%	1341

Other funds holding CRML

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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