Trueblood Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History
Trueblood Wealth Management, LLC
- $256 Billion
- Q4 2025
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 91,392 shares of IFV stock, worth $2.23 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
91,392
Previous 86,625
5.5%
Holding current value
$2.23 Million
Previous $2.12 Billion
7.01%
% of portfolio
0.89%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding IFV
# of Institutions
55Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.65MShares$40.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$26.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA724KShares$17.7 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA529KShares$12.9 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL319KShares$7.78 Million0.0% of portfolio