Three Cord True Wealth Management, LLC First Tr Mid Cap Core Alphadex Transaction History
Three Cord True Wealth Management, LLC
- $54.7 Billion
- Q2 2025
A detailed history of Three Cord True Wealth Management, LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 116,858 shares of FNX stock, worth $13.6 Million. This represents 24.54% of its overall portfolio holdings.
Number of Shares
116,858
Previous 111,326
4.97%
Holding current value
$13.6 Million
Previous $12.1 Billion
10.62%
% of portfolio
24.54%
Previous 10.4%
Shares
3 transactions
Others Institutions Holding FNX
# of Institutions
203Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.22MShares$143 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC912KShares$106 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$79.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL509KShares$59.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$33.8 Million0.05% of portfolio