Tree shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Tree by True Wealth Design
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.3k | 74 | 58.04 |