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True Wealth Design, LLC → PAX

True Wealth Design, LLC PAX Position History

Patria Investments Limited • Financial Services

Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$6K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5K
Q4 2025$6K
Q1 2026$4K
Q2 2026$3K
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K343——
Q2 2026$3K318——
Q1 2026$4K341——
Q4 2025$6K399——
Q3 2025$5K341——

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