Number of Shares
122,493.00
Current Holdings Value*
$11.79 Mil
% of Portfolio
10.12%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
10.04%

Three Cord True Wealth Management, LLC's iShares Global 100 ETF Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 122,493.00 shares of iShares Global 100 ETF(IOO), totaling $11.79 Mil. This investment constitutes 10.12% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.19% of the outstanding iShares Global 100 ETF(IOO) stock.

The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of IOO, at an average price of $100.49, for a total of 122,493.00 shares. Based on historical transaction data and IOO's current price of $110.58, Three Cord True Wealth Management, LLC's estimated gain on his IOO holdings is $1.24 Mil, reflecting a 10.04% gain to date.

Three Cord True Wealth Management, LLC IOO ($110.58) Holding Chart

Three Cord True Wealth Management, LLC IOO ($110.58) 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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