Trueblood Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 9,431 shares of DWAS stock, worth $722,225. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,431
Previous 11,228
16.0%
Holding current value
$722,225
Previous $1.03 Billion
28.25%
% of portfolio
0.34%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding DWAS
# of Institutions
104Shares Held
7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.2MShares$322 Million0.67% of portfolio
-
Morgan Stanley New York, NY364KShares$27.9 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$19.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$16.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA201KShares$15.4 Million0.0% of portfolio