Long View Wealth Management Purchases and Sells in Q3 2024

Long View Wealth Management

$313 Billion
Q3 2024

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	14K + 6.8%	$77.02 - $85.06 $1.08M - $1.19M	219K $18.5B
FBND	39.9K + 38.21%	$44.65 - $47.21 $1.78M - $1.89M	144K $6.75B
SCHX	21.9K + 20.68%	$61.11 - $67.85 $1.34M - $1.48M	128K $8.66B
CGGR	35.4K + 14.22%	$30.71 - $34.79 $1.09M - $1.23M	284K $9.9B
ILCG	13.7K + 11.04%	N/A	137K $11.5B
CAPITAL GROUP CORE BALANCED	43.6K + 153.19%	N/A	72.1K $2.24B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
D	10.8K New	$48.01 - $58.53 $517K - $630K	10.8K $622M
CAPITAL GROUP DIVIDEND GROWE	14.9K New	N/A	14.9K $459M
CAPITAL GRP FIXED INCM ETF T	14.8K New	N/A	14.8K $400M
GOVT	13.8K New	$22.38 - $23.66 $309K - $327K	13.8K $324M
AEE	3.58K New	$70.45 - $87.46 $252K - $313K	3.58K $313M
FSTA	5.1K New	$47.12 - $51.72 $240K - $264K	5.1K $260M

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-257 - 2.28%	$395.15 - $467.56 $102K - $120K	11K $4.74B
PKG	-1.51K - 38.46%	$176.32 - $215.7 $265K - $325K	2.41K $519M
IEMG	-3.2K - 35.83%	$53.64 - $53.64 $172K - $172K	5.74K $329M
GOOG	-284 - 4.8%	$149.54 - $192.66 $42.5K - $54.7K	5.63K $942M
AMZN	-69 - 0.37%	$161.02 - $200.0 $11.1K - $13.8K	18.4K $3.43B
CVX	-628 - 14.59%	$137.88 - $161.97 $86.6K - $102K	3.68K $542M

Activity Summary All Purchases 108 New Holdings 16 Increased Positions 92 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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