Number of Shares
33,618.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
2.95%
Total Estimate Gain
$-90,406.80
% of Total Estimate Gain
-2.51%

Three Cord True Wealth Management, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 33,618.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $3.44 Mil. This investment constitutes 2.95% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.03% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.55 for 652.00 shares. Based on historical transaction data and NOBL's current price of $102.50, Three Cord True Wealth Management, LLC's estimated gain on his NOBL holdings is $-90,406.80, reflecting a -2.51% gain to date.

Three Cord True Wealth Management, LLC NOBL ($102.50) Holding Chart

Three Cord True Wealth Management, LLC NOBL ($102.50) 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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