TWD
LPRO

True Wealth Design’s Open Lending Corp LPRO Stock Holding History

True Wealth Design’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.23K Sell
2,646
-442
-14% -$903 ﹤0.01% 1137
2026
Q1 		$3.86K Sell
3,088
-162
-5% -$256 ﹤0.01% 1304
2025
Q4 		$5.04K Sell
3,250
-479
-13% -$850 ﹤0.01% 1083
2025
Q3 		$7.87K Hold
3,729
– – ﹤0.01% 920
2025
Q2 		$7.24K Buy
3,729
+3,702
+13,711% +$5.98K ﹤0.01% 684
2025
Q1 		$75 Buy
+27
New +$134 ﹤0.01% 2289

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WA
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Wealth Enhancement Advisory Services
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HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return