TWD
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448 Hold
1
– – ﹤0.01% 1792
2025
Q1 		$455 Sell
1
-16
-94% -$7.28K ﹤0.01% 1574
2024
Q4 		$8.17K Hold
17
– – ﹤0.01% 450
2024
Q3 		$7.82K Buy
+17
New +$7.82K ﹤0.01% 467