Trueblood Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 56,095 shares of IFV stock, worth $1.09 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
56,095
Previous 47,103
19.09%
Holding current value
$1.09 Million
Previous $991 Million
8.49%
% of portfolio
0.53%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.1 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.5 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.43 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA475KShares$9.2 Million0.07% of portfolio