Number of Shares
154,418.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
4.73%
Total Estimate Gain
$399,409.04
% of Total Estimate Gain
7.17%

Three Cord True Wealth Management, LLC's SPDR S&P Emerging Markets Dividend ETF Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 154,418.00 shares of SPDR S&P Emerging Markets Dividend ETF(EDIV), totaling $5.51 Mil. This investment constitutes 4.73% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.85% of the outstanding SPDR S&P Emerging Markets Dividend ETF(EDIV) stock.

The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of EDIV, at an average price of $36.07, for a total of 154,418.00 shares. Based on historical transaction data and EDIV's current price of $38.66, Three Cord True Wealth Management, LLC's estimated gain on his EDIV holdings is $399,409.04, reflecting a 7.17% gain to date.

Three Cord True Wealth Management, LLC EDIV ($38.66) Holding Chart

Three Cord True Wealth Management, LLC EDIV ($38.66) 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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