Trueblood Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Trueblood Wealth Management, LLC
- $256 Billion
- Q3 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 6,977 shares of PFI stock, worth $386,246. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,977
Previous 6,705
4.06%
Holding current value
$386,246
Previous $380 Million
6.33%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding PFI
# of Institutions
36Shares Held
753KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL270KShares$14.9 Million1.59% of portfolio
-
Janney Montgomery Scott LLC98.6KShares$5.46 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC52.8KShares$2.92 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN44.8KShares$2.48 Million0.21% of portfolio
-
Morgan Stanley New York, NY35.7KShares$1.98 Million0.0% of portfolio