TWD
FDS icon

True Wealth Design’s Factset FDS Stock Holding History

True Wealth Design’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
442
+394
+821% +$90.5K 0.02% 256
2026
Q1 		$10.4K Sell
48
-350
-88% -$81.7K ﹤0.01% 955
2025
Q4 		$115K Buy
+398
New +$112K 0.03% 159
2025
Q3 		– Sell
-1
Closed -$448 – 2773
2025
Q2 		$448 Hold
1
– – ﹤0.01% 1792
2025
Q1 		$455 Sell
1
-16
-94% -$7.28K ﹤0.01% 1574
2024
Q4 		$8.16K Hold
17
– – ﹤0.01% 450
2024
Q3 		$7.82K Buy
+17
New +$7.22K ﹤0.01% 467

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return