True Wealth Design, LLC
CIK
0001966033
City
AKRON
State / Country
OH
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12 | 1 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $204 | 16 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $181 | 13 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $220 | 15 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $92 | 6 | Shares | Sole | 2025-02-14 |