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True Wealth Design, LLC → CTOS

True Wealth Design, LLC CTOS Position History

Custom Truck One Source, Inc. • Services

Quarters held
3
Latest value
$766
Q3 2026
Peak value
$993
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$138
Q2 2026$993
Q3 2026$766

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$76684——
Q2 2026$99384——
Q1 2026$13821——

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