Trueblood Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 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 18,116 shares of CGUS stock, worth $650,002. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,116
Previous 12,861
40.86%
Holding current value
$650,002
Previous $415 Million
49.73%
% of portfolio
0.31%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio