Trueblood Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024

A detailed history of Trueblood Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 18,116 shares of CGUS stock, worth $640,581. This represents 0.31% of its overall portfolio holdings.

Number of Shares
18,116
Previous 12,861 40.86%
Holding current value
$640,581
Previous $415 Million 49.73%
% of portfolio
0.31%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$31.19 - $34.33 $163,903 - $180,404
5,255 Added 40.86%
18,116 $621 Million
Q2 2024

Aug 07, 2024
BUY
$29.72 - $32.45 $163,251 - $178,247
5,493 Added 74.55%
12,861 $415 Million
Q1 2024

Apr 26, 2024
BUY
$27.81 - $31.24 $204,904 - $230,176
7,368 New
7,368 $230 Million

Others Institutions Holding CGUS

# of Institutions
267
Shares Held
69.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email