Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $239 Billion
- Q2 2025
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 17,340 shares of FVD stock, worth $802,842. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,340
Previous 17,269
0.41%
Holding current value
$802,842
Previous $770 Million
0.66%
% of portfolio
0.32%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$819 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$309 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$291 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$290 Million0.07% of portfolio