Trueblood Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025

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 4,390 shares of FYX stock, worth $462,135. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,390
Previous 4,388 0.05%
Holding current value
$462,135
Previous $395 Million 8.04%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$79.22 - $97.28 $158 - $194
2 Added 0.05%
4,390 $427 Million
Q4 2024

Jan 16, 2025
BUY
$96.51 - $110.53 $28,759 - $32,937
298 Added 7.29%
4,388 $443 Million
Q3 2024

Oct 23, 2024
BUY
$89.32 - $100.62 $67,883 - $76,471
760 Added 22.82%
4,090 $407 Million
Q2 2024

Aug 07, 2024
BUY
$86.32 - $94.11 $6,387 - $6,964
74 Added 2.27%
3,330 $301 Million
Q4 2023

Jan 18, 2024
BUY
$74.82 - $93.04 $243,613 - $302,938
3,256 New
3,256 $298 Million

Others Institutions Holding FYX

# of Institutions
170
Shares Held
6.35M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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