Trueblood Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 11,228 shares of DWAS stock, worth $970,548. This represents 0.51% of its overall portfolio holdings.
Number of Shares
11,228
Previous 10,400
7.96%
Holding current value
$970,548
Previous $966 Million
6.12%
% of portfolio
0.51%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding DWAS
# of Institutions
114Shares Held
9.06MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.12MShares$529 Million1.21% of portfolio
-
Morgan Stanley New York, NY386KShares$33.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$23.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$22.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$21.7 Million0.01% of portfolio