Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 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 33,608 shares of FTA stock, worth $2.56 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
33,608
Previous 25,835
30.09%
Holding current value
$2.56 Million
Previous $1.9 Billion
39.86%
% of portfolio
1.34%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$157 Million0.01% of portfolio
-
Ubs Group Ag878KShares$66.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$60.7 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$41.5 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$28.5 Million8.74% of portfolio