True Wealth Design, LLC's ownership history for WAL


True Wealth Design, LLC currently holds 875 shares with a market value of $71.9K. It started holding WAL on 2025-03-31. At its peak, it held 875 shares on 2026-06-30. Its highest holding value was $71.9K on 2026-06-30. At its lowest, it held 2 shares on 2025-06-30, with a value of $156 on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 873. In the recent year, True Wealth Design, LLC has increased its shares by 869.


True Wealth Design, LLC's ownership history for WAL