True Wealth Design, LLC's ownership history for VLY

True Wealth Design, LLC currently holds 2.8K shares with a market value of $33.3K. It started holding VLY on 2025-03-31. At its peak, it held 3.9K shares on 2025-03-31. Its highest holding value was $34.8K on 2025-03-31. At its lowest, it held 2.7K shares on 2025-06-30, with a value of $23.9K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 167.