Three Cord True Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Three Cord True Wealth Management, LLC
- $148 Billion
- Q3 2025
A detailed history of Three Cord True Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 20,062 shares of SPEM stock, worth $951,941. This represents 0.64% of its overall portfolio holdings.
Number of Shares
20,062
Previous 20,274
1.05%
Holding current value
$951,941
Previous $867 Million
8.38%
% of portfolio
0.64%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio