Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
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 20,694 shares of FV stock, worth $1.13 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
20,694
Previous 14,861
39.25%
Holding current value
$1.13 Million
Previous $878 Million
29.35%
% of portfolio
0.53%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding FV
# of Institutions
352Shares Held
46.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$224 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$156 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$146 Million0.06% of portfolio