Number of Shares
486,050.00
Current Holdings Value*
$16.14 Mil
% of Portfolio
13.84%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
6.67%

Three Cord True Wealth Management, LLC's Columbia Research Enhanced Core ETF Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 486,050.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $16.14 Mil. This investment constitutes 13.84% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.

The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of RECS, at an average price of $35.08, for a total of 486,050.00 shares. Based on historical transaction data and RECS's current price of $37.42, Three Cord True Wealth Management, LLC's estimated gain on his RECS holdings is $1.14 Mil, reflecting a 6.67% gain to date.

Three Cord True Wealth Management, LLC RECS ($37.42) Holding Chart

Three Cord True Wealth Management, LLC RECS ($37.42) 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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