Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $369 Billion
- Q3 2025
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 60,333 shares of CGUS stock, worth $2.39 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
60,333
Previous 53,631
12.5%
Holding current value
$2.39 Million
Previous $1.98 Billion
20.45%
% of portfolio
0.65%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio