Trueblood Wealth Management, LLC First Trust Industrials/Produc Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 4,679 shares of FXR stock, worth $337,168. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,679
-0.0%
Holding current value
$337,168
Previous $303 Million
12.49%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding FXR
# of Institutions
174Shares Held
23.4MCall Options Held
6.6KPut Options Held
0-
First Trust Advisors LP Wheaton, IL11MShares$793 Million0.84% of portfolio
-
Morgan Stanley New York, NY2.01MShares$145 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.89MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.3MShares$93.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC700KShares$50.5 Million0.03% of portfolio