TWD
ML

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return