TWD
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True Wealth Design’s InnovAge Holding INNV Stock Holding History

True Wealth Design’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$74 Sell
20
-14
-41% -$52 ﹤0.01% 2308
2025
Q1 		$102 Buy
+34
New +$102 ﹤0.01% 2186