Trueblood Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 3,330 shares of FYX stock, worth $312,387. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,330
Previous 3,256
2.27%
Holding current value
$312,387
Previous $304 Million
0.78%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
145Shares Held
6.07MCall Options Held
3.2KPut Options Held
0-
Morgan Stanley New York, NY705KShares$66.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA580KShares$54.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$47.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC451KShares$42.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6398KShares$37.3 Million0.01% of portfolio