Long View Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Long View Wealth Management

  • $271 Billion
  • Q2 2024
Number of Shares
28,484
Previous 17,593 61.91%
Holding current value
$847 Million
Previous $512 Million 65.35%
% of portfolio
0.31%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
N/A
10,891 Added 61.91%
28,484 $847 Million
Q1 2024

Apr 16, 2024
BUY
N/A
17,593 New
17,593 $512 Million
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