Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
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 37,735 shares of CGUS stock, worth $1.32 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
37,735
Previous 20,468
84.36%
Holding current value
$1.32 Million
Previous $660 Million
95.97%
% of portfolio
0.41%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$234 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$132 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.4 Million0.21% of portfolio