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True Wealth Design’s ThredUp TDUP Stock Holding History

True Wealth Design’s Portfolio TDUP Stock Details TDUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.16K Buy
899
+867
+2,709% +$4.06K ﹤0.01% 1250
2026
Q1 		$105 Buy
32
+3
+10% +$14 ﹤0.01% 2461
2025
Q4 		$186 Hold
29
– – ﹤0.01% 2242
2025
Q3 		$275 Hold
29
– – ﹤0.01% 2218
2025
Q2 		$218 Buy
29
+13
+81% +$76 ﹤0.01% 2047
2025
Q1 		$39 Buy
+16
New +$37 ﹤0.01% 2445

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BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return