Three Cord True Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Three Cord True Wealth Management, LLC
- $117 Billion
- Q1 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 20,715 shares of SPEM stock, worth $846,829. This represents 0.7% of its overall portfolio holdings.
Number of Shares
20,715
Previous 20,803
0.42%
Holding current value
$846,829
Previous $798 Million
2.17%
% of portfolio
0.7%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
909Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio