Trueblood Wealth Management, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024
Number of Shares
27,980
Previous 18,315 52.77%
Holding current value
$829 Million
Previous $563 Million 47.4%
% of portfolio
0.41%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
9,665 Added 52.77%
27,980 $829 Million
Q3 2024

Oct 23, 2024
BUY
N/A
4,927 Added 36.8%
18,315 $563 Million
Q2 2024

Aug 07, 2024
BUY
N/A
5,474 Added 69.17%
13,388 $381 Million
Q1 2024

Apr 26, 2024
BUY
N/A
7,914 New
7,914 $227 Million
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