True Wealth Design’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.6K	Buy
2025 Q2	$3.17K	Buy
2025 Q1	$2.29K	Buy