TWD
FBIZ icon

True Wealth Design’s First Business Financial Services FBIZ Stock Holding History

True Wealth Design’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45K Buy
23
+1
+5% +$58 ﹤0.01% 1836
2026
Q1 		$1.19K Hold
22
– – ﹤0.01% 1740
2025
Q4 		$1.2K Buy
22
+3
+16% +$157 ﹤0.01% 1647
2025
Q3 		$974 Buy
+19
New +$972 ﹤0.01% 1756

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GI
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AFC
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