Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 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 14,861 shares of FV stock, worth $914,694. This represents 0.43% of its overall portfolio holdings.

Number of Shares
14,861
Previous 12,130 22.51%
Holding current value
$914,694
Previous $707 Million 24.18%
% of portfolio
0.43%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$57.47 - $62.82 $156,950 - $171,561
2,731 Added 22.51%
14,861 $878 Million
Q3 2024

Oct 23, 2024
BUY
$51.35 - $59.82 $56,741 - $66,101
1,105 Added 10.02%
12,130 $707 Million
Q2 2024

Aug 07, 2024
BUY
$52.41 - $57.79 $32,861 - $36,234
627 Added 6.03%
11,025 $631 Million
Q1 2024

Apr 26, 2024
SELL
$49.64 - $57.23 $16,976 - $19,572
-342 Reduced 3.18%
10,398 $595 Million
Q4 2023

Jan 18, 2024
BUY
$41.2 - $52.34 $442,488 - $562,131
10,740 New
10,740 $554 Million

Others Institutions Holding FV

# of Institutions
339
Shares Held
46M
Call Options Held
4.6K
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email