Number of Shares
1,567.00
Current Holdings Value*
$333,510.00
% of Portfolio
0.61%
Total Estimate Gain
$34,332.97
% of Total Estimate Gain
11.25%

Three Cord True Wealth Management, LLC's First Trust NASDAQ-100 Technology Sector Index Fd Holding Summary

As of 2025-06-30, Three Cord True Wealth Management, LLC held 1,567.00 shares of First Trust NASDAQ-100 Technology Sector Index Fd(QTEC), totaling $333,510.00. This investment constitutes 0.61% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.01% of the outstanding First Trust NASDAQ-100 Technology Sector Index Fd(QTEC) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and QTEC's current price of $216.62, Three Cord True Wealth Management, LLC's estimated gain on his QTEC holdings is $34,332.97, reflecting a 11.25% gain to date.

Three Cord True Wealth Management, LLC QTEC ($216.62) Holding Chart

Three Cord True Wealth Management, LLC QTEC ($216.62) 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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