Trueblood Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
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 76,110 shares of IFV stock, worth $1.58 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
76,110
Previous 56,095
35.68%
Holding current value
$1.58 Million
Previous $1.08 Billion
41.56%
% of portfolio
0.71%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding IFV
# of Institutions
54Shares Held
4.91MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$22.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY818KShares$17 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$8.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL367KShares$7.61 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL305KShares$6.32 Million0.0% of portfolio