Trueblood Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History
Trueblood Wealth Management, LLC
- $175 Billion
- Q1 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 44,038 shares of IFV stock, worth $866,227. This represents 0.5% of its overall portfolio holdings.
Number of Shares
44,038
Previous 44,120
0.19%
Holding current value
$866,227
Previous $862 Million
2.16%
% of portfolio
0.5%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.16MShares$42.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.15MShares$22.6 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL677KShares$13.3 Million0.55% of portfolio
-
New Edge Advisors, LLC New Orleans, LA471KShares$9.26 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC446KShares$8.77 Million0.0% of portfolio