Trueblood Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 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 28,080 shares of CGUS stock, worth $1.02 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
28,080
Previous 18,116
55.0%
Holding current value
$1.02 Million
Previous $621 Million
58.12%
% of portfolio
0.48%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
281Shares Held
71.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio