Trueblood Wealth Management, LLC First Tr Large Cap Value Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
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 37,233 shares of FTA stock, worth $2.68 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
37,233
Previous 35,342
5.35%
Holding current value
$2.68 Million
Previous $2.7 Billion
5.71%
% of portfolio
1.33%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding FTA
# of Institutions
225Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$157 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$72.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$61.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$32.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$30.1 Million0.01% of portfolio