Trueblood Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 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 3,256 shares of FYX stock, worth $326,902. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,256
Previous 3,256
-0.0%
Holding current value
$326,902
Previous $298 Million
1.83%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding FYX
# of Institutions
147Shares Held
6.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY702KShares$70.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA582KShares$58.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC537KShares$53.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$45.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6385KShares$38.6 Million0.01% of portfolio