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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AGR holding history

Avangrid, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGR overviewAll 13F holders of AGRFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of AGR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−117−100.0%Sold outHolders
Q3 2024117$4.19K<0.1%+116+11,600.0%AddedHolders
Q2 20241$36<0.1%−2−66.7%ReducedHolders
Q1 20243$110<0.1%+1+50.0%AddedHolders
Q4 20232$65<0.1%00.0%UnchangedHolders
Q3 20232$61<0.1%00.0%UnchangedHolders
Q2 20232$76<0.1%00.0%UnchangedHolders
Q1 20232$80<0.1%00.0%UnchangedHolders
Q4 20222$86<0.1%–No prior filingHolders