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 $2.77 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
35,342
Previous 33,608
5.16%
Holding current value
$2.77 Million
Previous $2.66 Billion
1.61%
% of portfolio
1.33%
Previous 1.34%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
224Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$171 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$79.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$66.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$32.7 Million0.01% of portfolio