Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Long View Wealth Management transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Long View Wealth Management holds 20,468 shares of CGUS stock, worth $687,724. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,468
Previous 18,992
7.77%
Holding current value
$687,724
Previous $592 Million
11.54%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio