Three Cord True Wealth Management, LLC Columbia ETF Tr I Transaction History
Three Cord True Wealth Management, LLC
- $54.7 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding RECS
# of Institutions
139Shares Held
59.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$407 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC8.99MShares$346 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC4.92MShares$189 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.75MShares$106 Million0.04% of portfolio
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Commonwealth Equity Services, LLC2.52MShares$96.8 Million0.12% of portfolio