Number of Shares
19,769
Previous 12,550 57.52%
Holding current value
$600 Million
Previous $360 Million 66.94%
% of portfolio
0.3%
Previous 0.2%

Shares

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

Oct 23, 2024

BUY
N/A
7,219 Added 57.52%
19,769 $600 Million
Q2 2024

Aug 07, 2024

BUY
N/A
5,522 Added 78.57%
12,550 $360 Million
Q1 2024

Apr 26, 2024

BUY
N/A
7,028 New
7,028 $204 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.