Three Cord True Wealth Management, LLC Spdr Portfolio 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 Spdr Portfolio stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 240,937 shares of SPYG stock, worth $23.7 Million. This represents 41.99% of its overall portfolio holdings.
Number of Shares
240,937
Previous 224,521
7.31%
Holding current value
$23.7 Million
Previous $18 Billion
27.27%
% of portfolio
41.99%
Previous 15.48%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,261Shares Held
308MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.56 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.94 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.11 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$861 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$755 Million0.05% of portfolio