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
2025 Q3	–	Sell
2025 Q2	$448	Hold
2025 Q1	$455	Sell
2024 Q4	$8.16K	Hold
2024 Q3	$7.82K	Buy