Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 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 16,183 shares of FVD stock, worth $706,226. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,183
Previous 15,024
7.71%
Holding current value
$706,226
Previous $612 Million
20.24%
% of portfolio
0.37%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$934 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$766 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$304 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio