Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 35,342 shares of FTA stock, worth $2.81 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
35,342
Previous 33,608
5.16%
Holding current value
$2.81 Million
Previous $2.66 Billion
1.61%
% of portfolio
1.33%
Previous 1.34%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$164 Million0.01% of portfolio
-
Ubs Group Ag878KShares$69.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$63.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$23.6 Million0.0% of portfolio