Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 15,024 shares of FVD stock, worth $662,558. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,024
Previous 15,024
-0.0%
Holding current value
$662,558
Previous $634 Million
3.5%
% of portfolio
0.35%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$990 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$818 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$318 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$227 Million0.06% of portfolio