Trueblood Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Trueblood Wealth Management, LLC
- $256 Billion
- Q3 2025
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 52,573 shares of CGUS stock, worth $2.09 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
52,573
Previous 50,430
4.25%
Holding current value
$2.09 Million
Previous $1.86 Billion
11.62%
% of portfolio
0.81%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio