Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 11,025 shares of FV stock, worth $602,406. This represents 0.36% of its overall portfolio holdings.
Number of Shares
11,025
Previous 10,398
6.03%
Holding current value
$602,406
Previous $595 Million
6.1%
% of portfolio
0.36%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
310Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$230 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$230 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$157 Million0.26% of portfolio
-
Ubs Group Ag1.79MShares$97.6 Million0.03% of portfolio