Trueblood Wealth Management, LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 15,122 shares of FVC stock, worth $535,016. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,122
Previous 15,233
0.73%
Holding current value
$535,016
Previous $499 Million
4.52%
% of portfolio
0.3%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding FVC
# of Institutions
58Shares Held
2.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY669KShares$23.7 Million0.0% of portfolio
-
Prospera Financial Services Inc420KShares$14.9 Million0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC275KShares$9.72 Million0.01% of portfolio
-
Ubs Group Ag270KShares$9.55 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA221KShares$7.83 Million0.0% of portfolio