TWD
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True Wealth Design’s Lazard LAZ Stock Holding History

True Wealth Design’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$576 Buy
12
+4
+50% +$192 ﹤0.01% 1689
2025
Q1 		$347 Buy
+8
New +$347 ﹤0.01% 1718