Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 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 12,130 shares of FV stock, worth $722,462. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,130
Previous 11,025
10.02%
Holding current value
$722,462
Previous $631 Million
11.95%
% of portfolio
0.35%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
326Shares Held
42.2MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$410 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$249 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$246 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$168 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$99.6 Million0.06% of portfolio