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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. […]