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 $2.12 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
53,631
Previous 47,467
12.99%
Holding current value
$2.12 Million
Previous $1.59 Billion
24.93%
% of portfolio
0.6%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
349Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$640 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$408 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$224 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$198 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$191 Million0.32% of portfolio