Long View Wealth Management CAPITAL GRP FIXED INCM ETF T Transaction History

Long View Wealth Management

  • $369 Billion
  • Q3 2025
Number of Shares
78,157
Previous 53,120 47.13%
Holding current value
$2.08 Billion
Previous $1.4 Billion 48.7%
% of portfolio
0.56%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
25,037 Added 47.13%
78,157 $2.08 Billion
Q2 2025

Jul 11, 2025
BUY
N/A
12,291 Added 30.1%
53,120 $1.4 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
8,748 Added 27.27%
40,829 $1.07 Billion
Q4 2024

Jan 15, 2025
BUY
N/A
17,251 Added 116.33%
32,081 $827 Million
Q3 2024

Oct 09, 2024
BUY
N/A
14,830 New
14,830 $400 Million
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