TWD
PRME icon

True Wealth Design’s Prime Medicine PRME Stock Holding History

True Wealth Design’s Portfolio PRME Stock Details PRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-152
Closed -$529 – 2842
2026
Q1 		$529 Buy
152
+37
+32% +$141 ﹤0.01% 2028
2025
Q4 		$400 Hold
115
– – ﹤0.01% 2024
2025
Q3 		$638 Hold
115
– – ﹤0.01% 1928
2025
Q2 		$285 Buy
115
+65
+130% +$100 ﹤0.01% 1959
2025
Q1 		$100 Buy
+50
New +$128 ﹤0.01% 2198

Other funds holding PRME

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return