Trueblood Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 17,269 shares of FVD stock, worth $773,651. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,269
Previous 16,183
6.71%
Holding current value
$773,651
Previous $736 Million
2.37%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
633Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$942 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$789 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio