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 $988,416. This represents 0.48% of its overall portfolio holdings.
Number of Shares
28,080
Previous 18,116
55.0%
Holding current value
$988,416
Previous $621 Million
58.12%
% of portfolio
0.48%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
307Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$325 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$276 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$171 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$141 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$139 Million1.35% of portfolio