Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 15,024 shares of FVD stock, worth $645,731. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,024
Previous 15,024
-0.0%
Holding current value
$645,731
Previous $609 Million
4.12%
% of portfolio
0.36%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
556Shares Held
153MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.04 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$859 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$334 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$324 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$254 Million0.07% of portfolio