TWD
ODP

True Wealth Design’s ODP ODP Stock Holding History

True Wealth Design’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-57
Closed -$1.59K – 2746
2025
Q3 		$1.59K Buy
57
+28
+97% +$575 ﹤0.01% 1553
2025
Q2 		$526 Buy
+29
New +$455 ﹤0.01% 1722

Other funds holding ODP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's ODP Position: Q4 2025 in Review

True Wealth Design sold out of ODP (ODP) in Q4 2025, closing a stake of 57 shares — an estimated $1.59K sold.

True Wealth Design first reported a position in ODP in Q2 2025 and held it in 2 quarters. The position peaked at $1.59K in Q3 2025. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

  • True Wealth Design reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 57 ODP shares in Q4 2025, an estimated $1.59K.
  • True Wealth Design first reported a position in ODP in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's ODP position peaked at $1.59K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.