True Wealth Design’s Dana Inc DAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.98K	Hold	330	–	–	﹤0.01%	1100
2026 Q1	$11.1K	Hold	330	–	–	﹤0.01%	942
2025 Q4	$7.84K	Sell	330 -2	-0.6%	-$42	﹤0.01%	936
2025 Q3	$6.65K	Hold	332	–	–	﹤0.01%	982
2025 Q2	$5.69K	Buy	332 +330	+16,500%	+$4.93K	﹤0.01%	755
2025 Q1	$27	Buy	+2	New	+$29	﹤0.01%	2527

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Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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