Trueblood Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 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 43,692 shares of CGUS stock, worth $1.37 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
43,692
Previous 28,080
55.6%
Holding current value
$1.37 Million
Previous $982 Million
48.61%
% of portfolio
0.68%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$289 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$246 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$126 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$124 Million1.35% of portfolio