TWD
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True Wealth Design’s Northern Trust NTRS Stock Holding History

True Wealth Design’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.44K Sell
35
-225
-87% -$28.5K ﹤0.01% 854
2025
Q1 		$25.6K Sell
260
-165
-39% -$16.3K 0.01% 301
2024
Q4 		$43.6K Buy
425
+194
+84% +$19.9K 0.02% 189
2024
Q3 		$20.8K Buy
+231
New +$20.8K 0.01% 320