Trueblood Wealth Management, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 2024
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 10,400 shares of DWAS stock, worth $962,936. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,400
Previous 10,116
2.81%
Holding current value
$962,936
Previous $860 Million
12.27%
% of portfolio
0.48%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding DWAS
# of Institutions
102Shares Held
8.71MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.12MShares$566 Million1.28% of portfolio
-
Morgan Stanley New York, NY366KShares$33.9 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$23.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$20.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC208KShares$19.3 Million0.0% of portfolio