True Wealth Design’s CTO Realty Growth CTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$408	Buy
2025 Q2	$346	Sell
2025 Q1	$1.72K	Sell
2024 Q4	$5.36K	Hold
2024 Q3	$5.17K	Buy