Number of Shares
6,300.00
Current Holdings Value*
$159,580.00
% of Portfolio
0.06%
Total Estimate Gain
$27,468.00
% of Total Estimate Gain
15.47%

True Wealth Design, LLC's Worthington Steel Inc Holding Summary

As of 2025-03-31, True Wealth Design, LLC held 6,300.00 shares of Worthington Steel Inc(WS), totaling $159,580.00. This investment constitutes 0.06% of their stock portfolio, and True Wealth Design, LLC now holds 0.01% of the outstanding Worthington Steel Inc(WS) stock.

The initial trade took place in 2025Q1. And since then True Wealth Design, LLC has made 1 purchases of WS, at an average price of $28.18, for a total of 6,300.00 shares. Based on historical transaction data and WS's current price of $32.54, True Wealth Design, LLC's estimated gain on his WS holdings is $27,468.00, reflecting a 15.47% gain to date.

True Wealth Design, LLC WS ($32.54) Holding Chart

True Wealth Design, LLC WS ($32.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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