Trueblood Wealth Management, LLC FIRST TR EXCH TRADED FD III Transaction History

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Number of Shares
21,808
Previous 20,626 5.73%
Holding current value
$436 Million
Previous $444 Million 1.86%
% of portfolio
0.2%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
N/A
1,182 Added 5.73%
21,808 $436 Million
Q4 2024

Jan 16, 2025
BUY
N/A
2,861 Added 16.1%
20,626 $444 Million
Q3 2024

Oct 23, 2024
BUY
N/A
5,774 Added 48.15%
17,765 $392 Million
Q2 2024

Aug 07, 2024
BUY
N/A
232 Added 1.97%
11,991 $249 Million
Q1 2024

Apr 26, 2024
BUY
N/A
11,759 New
11,759 $259 Million
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