Three Cord True Wealth Management, LLC FNX Holdings History
Three Cord True Wealth Management, LLC's FIRST TRUST MID CA Holding Summary
As of 2025-03-31, Three Cord True Wealth Management, LLC held 111,326.00 shares of FIRST TRUST MID CA(FNX), totaling $12.13 Mil. This investment constitutes 10.4% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 1.11% of the outstanding FIRST TRUST MID CA(FNX) stock.
The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of FNX, at an average price of $119.59, for a total of 111,326.00 shares. Based on historical transaction data and FNX's current price of $117.54, Three Cord True Wealth Management, LLC's estimated gain on his FNX holdings is $-227,815.12, reflecting a -1.71% gain to date.
Three Cord True Wealth Management, LLC FNX ($117.54) Holding Chart
Three Cord True Wealth Management, LLC FNX ($117.54) 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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