True Wealth Design, LLC

CIK
0001966033
City
AKRON
State / Country
OH

Holdings in PHI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,261 150
2025-09-30 $2,543 136
2025-06-30 $435 20
2025-03-31 $459 21
2024-12-31 $487 22
2024-09-30 $483 18
2024-06-30 $442 18
2024-03-31 $345 14
2023-12-31 $210 9
2023-09-30 $185 9
2023-06-30 $210 9
2023-03-31 $227 9
2022-12-31 $205 9