TWD
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True Wealth Design’s Perella Weinberg Partners PWP Stock Holding History

True Wealth Design’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$719 Buy
37
+21
+131% +$408 ﹤0.01% 1598
2025
Q1 		$295 Buy
+16
New +$295 ﹤0.01% 1785