Page 2 - Wealth Design News Today

True Wealth Design LLC increased its stake in T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR – Free Report) by 12.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,891 shares of the company’s stock after purchasing an additional 3,706 shares during the […]

True Wealth Design LLC lessened its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 10.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,603 shares of the construction company’s stock after selling 1,089 shares during the quarter. […]

True Wealth Design LLC lifted its holdings in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 11.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 801,669 shares of the company’s stock after purchasing an additional 79,229 shares […]

True Wealth Design LLC increased its stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 11.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,048,193 shares of the company’s stock after purchasing an additional 104,156 shares […]

True Wealth Design LLC lowered its position in Synchrony Financial (NYSE:SYF – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,873 shares of the financial services provider’s stock after selling 534 shares during the period. […]

True Wealth Design LLC lifted its stake in shares of Genpact Limited (NYSE:G – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,297 shares of the business services provider’s stock after buying an additional 1,395 shares during […]

True Wealth Design LLC raised its position in T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR – Free Report) by 12.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 33,891 shares of the company’s stock after buying an additional 3,706 shares during the period. T. Rowe Price […]

True Wealth Design LLC lifted its stake in shares of Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 16.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 89,283 shares of the company’s stock after acquiring an additional 12,888 shares […]

True Wealth Design LLC grew its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 3.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,390 shares of the semiconductor manufacturer’s stock after purchasing an additional 271 shares during the period. True Wealth […]

True Wealth Design LLC decreased its position in shares of Corebridge Financial, Inc. (NYSE:CRBG – Free Report) by 8.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,855 shares of the company’s stock after selling 3,435 shares during the quarter. True Wealth […]