Trueblood Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024

A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 4,090 shares of FYX stock, worth $401,474. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,090
Previous 3,330 22.82%
Holding current value
$401,474
Previous $301 Million 35.14%
% of portfolio
0.2%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$89.32 - $100.62 $67,883 - $76,471
760 Added 22.82%
4,090 $407 Million
Q2 2024

Aug 07, 2024
BUY
$86.32 - $94.11 $6,387 - $6,964
74 Added 2.27%
3,330 $301 Million
Q4 2023

Jan 18, 2024
BUY
$74.82 - $93.04 $243,613 - $302,938
3,256 New
3,256 $298 Million

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email