Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $330 Billion
- Q2 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 53,631 shares of CGUS stock, worth $2.04 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
53,631
Previous 47,467
12.99%
Holding current value
$2.04 Million
Previous $1.59 Billion
24.93%
% of portfolio
0.6%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
338Shares Held
105MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$564 Million0.2% of portfolio
-
Envestnet Asset Management Inc10.3MShares$393 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$198 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$166 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$163 Million1.5% of portfolio