Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 25,835 shares of FTA stock, worth $2.05 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
25,835
Previous 23,786
8.61%
Holding current value
$2.05 Million
Previous $1.82 Billion
4.66%
% of portfolio
1.07%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$167 Million0.01% of portfolio
-
Ubs Group Ag979KShares$77.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.6 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.2 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$30 Million9.89% of portfolio