Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 10,398 shares of FV stock, worth $581,560. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,398
Previous 10,740
3.18%
Holding current value
$581,560
Previous $554 Million
7.48%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
300Shares Held
41.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$376 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$233 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$233 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$161 Million0.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$93.4 Million0.01% of portfolio