Long View Wealth Management CAPITAL GROUP EQUITY ETF TR Transaction History

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Number of Shares
42,025
Previous 36,193 16.11%
Holding current value
$1.28 Billion
Previous $1.03 Billion 24.66%
% of portfolio
0.31%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
N/A
5,832 Added 16.11%
42,025 $1.28 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
19,332 Added 114.66%
36,193 $1.03 Billion
Q2 2025

Jul 11, 2025
BUY
N/A
16,861 New
16,861 $453 Million
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