True Wealth Design, LLC
Holdings in ALTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $153 | 33 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $163 | 46 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $282 | 68 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $27 | 9 | Shares | Sole | 2025-05-13 |