True Wealth Design, LLC
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,261 | 150 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,543 | 136 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $435 | 20 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $459 | 21 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $487 | 22 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $483 | 18 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $442 | 18 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $345 | 14 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $210 | 9 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $185 | 9 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $210 | 9 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $227 | 9 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $205 | 9 | Shares | Sole | 2023-02-15 |