Long View Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Number of Shares
72,120
Previous 28,484 153.19%
Holding current value
$2.24 Billion
Previous $847 Million 164.44%
% of portfolio
0.71%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
N/A
43,636 Added 153.19%
72,120 $2.24 Billion
Q2 2024

Jul 22, 2024
BUY
N/A
10,891 Added 61.91%
28,484 $847 Million
Q1 2024

Apr 16, 2024
BUY
N/A
17,593 New
17,593 $512 Million
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