Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 14,861 shares of FV stock, worth $907,709. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,861
Previous 12,130
22.51%
Holding current value
$907,709
Previous $707 Million
24.18%
% of portfolio
0.43%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
325Shares Held
42.2MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$420 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$253 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$102 Million0.06% of portfolio