Number of Shares
12,015
Previous 18,962 36.64%
Holding current value
$331 Million
Previous $576 Million 42.58%
% of portfolio
0.1%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
N/A
-6,947 Reduced 36.64%
12,015 $331 Million
Q3 2024

Oct 09, 2024

BUY
N/A
8,306 Added 77.95%
18,962 $576 Million
Q2 2024

Jul 22, 2024

BUY
N/A
10,656 New
10,656 $305 Million
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.