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True Wealth Design’s N-able NABL Stock Holding History

True Wealth Design’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3K Buy
816
+439
+116% +$1.83K ﹤0.01% 1538
2026
Q1 		$1.76K Sell
377
-41
-10% -$229 ﹤0.01% 1603
2025
Q4 		$3.13K Sell
418
-600
-59% -$4.58K ﹤0.01% 1280
2025
Q3 		$7.94K Buy
1,018
+343
+51% +$2.75K ﹤0.01% 918
2025
Q2 		$5.47K Buy
675
+613
+989% +$4.58K ﹤0.01% 772
2025
Q1 		$440 Buy
+62
New +$552 ﹤0.01% 1593

Other funds holding NABL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return