True Wealth Design’s Evercore EVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$85.3K	Buy
2025 Q2	$24.8K	Buy
2025 Q1	$4K	Sell
2024 Q4	$42.4K	Buy
2024 Q3	$33.2K	Buy