True Wealth Design, LLC's ownership history for CFG

True Wealth Design, LLC currently holds 713 shares with a market value of $41.6K. It started holding CFG on 2024-12-31. At its peak, it held 2.9K shares on 2025-03-31. Its highest holding value was $126.5K on 2024-12-31. At its lowest, it held 59 shares on 2025-06-30, with a value of $2.6K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 654. In the recent year, True Wealth Design, LLC has decreased its shares by 2.2K.