TWD
SRDX

True Wealth Design’s Surmodics SRDX Stock Holding History

True Wealth Design’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$1.14K – 2798
2025
Q3 		$1.14K Buy
38
+17
+81% +$567 ﹤0.01% 1707
2025
Q2 		$624 Buy
+21
New +$605 ﹤0.01% 1647

Other funds holding SRDX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return