Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 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 17,269 shares of FVD stock, worth $770,197. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,269
Previous 16,183
6.71%
Holding current value
$770,197
Previous $736 Million
2.37%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$938 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$786 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$328 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$297 Million0.07% of portfolio