Trueblood Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 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 10,116 shares of DWAS stock, worth $858,646. This represents 0.49% of its overall portfolio holdings.
Number of Shares
10,116
Previous 10,094
0.22%
Holding current value
$858,646
Previous $918 Million
6.25%
% of portfolio
0.49%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding DWAS
# of Institutions
102Shares Held
8.76MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6MShares$510 Million1.27% of portfolio
-
Money Concepts Capital Corp374KShares$31.7 Million2.86% of portfolio
-
Morgan Stanley New York, NY362KShares$30.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA247KShares$20.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL246KShares$20.9 Million0.01% of portfolio