Number of Shares
224,521.00
Current Holdings Value*
$18.04 Mil
% of Portfolio
15.48%
Total Estimate Gain
$2.40 Mil
% of Total Estimate Gain
12.38%

Three Cord True Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 224,521.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $18.04 Mil. This investment constitutes 15.48% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of SPYG, at an average price of $86.51, for a total of 224,521.00 shares. Based on historical transaction data and SPYG's current price of $97.22, Three Cord True Wealth Management, LLC's estimated gain on his SPYG holdings is $2.40 Mil, reflecting a 12.38% gain to date.

Three Cord True Wealth Management, LLC SPYG ($97.22) Holding Chart

Three Cord True Wealth Management, LLC SPYG ($97.22) 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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