Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
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 23,786 shares of FTA stock, worth $1.73 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
23,786
Previous 22,349
6.43%
Holding current value
$1.73 Million
Previous $1.58 Billion
14.75%
% of portfolio
1.04%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
203Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$154 Million0.01% of portfolio
-
Ubs Group Ag984KShares$71.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$63.2 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$40.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$24.5 Million0.0% of portfolio