Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $239 Billion
- Q2 2025
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 39,090 shares of FTA stock, worth $3.11 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
39,090
Previous 37,233
4.99%
Holding current value
$3.11 Million
Previous $2.86 Billion
7.6%
% of portfolio
1.29%
Previous 1.33%
Shares
7 transactions
Others Institutions Holding FTA
# of Institutions
220Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$171 Million0.01% of portfolio
-
Ubs Group Ag955KShares$76.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$68.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$33.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24.1 Million0.0% of portfolio