Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $328 Billion
- Q4 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 41,196 shares of CGUS stock, worth $1.5 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
41,196
Previous 37,735
9.17%
Holding current value
$1.5 Million
Previous $1.29 Billion
11.37%
% of portfolio
0.44%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
281Shares Held
71.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio