True Wealth Design, LLC's ownership history for TRV

True Wealth Design, LLC currently holds 396 shares with a market value of $114.9K. It started holding TRV on 2024-12-31. At its peak, it held 414 shares on 2025-09-30. Its highest holding value was $115.7K on 2025-09-30. At its lowest, it held 121 shares on 2024-12-31, with a value of $29.2K on 2024-12-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 164. In the recent year, True Wealth Design, LLC has increased its shares by 275.