Trueblood Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 10,094 shares of DWAS stock, worth $936,925. This represents 0.53% of its overall portfolio holdings.
Number of Shares
10,094
Previous 10,094
-0.0%
Holding current value
$936,925
Previous $846 Million
8.5%
% of portfolio
0.53%
Previous 0.53%
Shares
1 transactions
Others Institutions Holding DWAS
# of Institutions
97Shares Held
8.58MCall Options Held
5.5KPut Options Held
0-
Wealth Enhancement Advisory Services, LLC6MShares$557 Million1.27% of portfolio
-
Morgan Stanley New York, NY355KShares$33 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA275KShares$25.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL246KShares$22.8 Million0.01% of portfolio
-
Money Concepts Capital Corp226KShares$21 Million1.95% of portfolio