True Wealth Design’s MoneyLion Inc. ML Stock Holding History

True Wealth Design’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$87	–	2877
2025 Q1	$87	Hold	1	–	–	﹤0.01%	2244
2024 Q4	$87	Sell	1 -48	-98%	-$3.24K	﹤0.01%	1285
2024 Q3	$2.04K	Buy	+49	New	+$2.66K	﹤0.01%	779

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's ML Position: Q2 2025 in Review

True Wealth Design sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 1 share — an estimated $87 sold.

True Wealth Design first reported a position in ML in Q3 2024 and held it in 3 quarters. The position peaked at $2.04K in Q3 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

True Wealth Design reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 1 MoneyLion Inc. share in Q2 2025, an estimated $87.
True Wealth Design first reported a position in MoneyLion Inc. in Q3 2024 and held it in 3 quarters.
True Wealth Design's MoneyLion Inc. position peaked at $2.04K in Q3 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.