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 $822,704. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,861
Previous 12,130
22.51%
Holding current value
$822,704
Previous $707 Million
24.18%
% of portfolio
0.43%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$369 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$247 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$227 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$158 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$147 Million0.06% of portfolio