True Wealth Design, LLC
Holdings in ADV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $506 | 23 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $6,120 | 160 | Shares | Sole | 2025-10-21 |
| 2025-03-31 | $1,208 | 32 | Shares | Sole | 2025-05-13 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $506 | 23 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $6,120 | 160 | Shares | Sole | 2025-10-21 |
| 2025-03-31 | $1,208 | 32 | Shares | Sole | 2025-05-13 |