Long View Wealth Management CAPITAL GROUP NEW GEOGRAPHY Transaction History

Long View Wealth Management

  • $333 Billion
  • Q1 2025
Number of Shares
22,347
Previous 18,518 20.68%
Holding current value
$562 Million
Previous $459 Million 22.57%
% of portfolio
0.17%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
3,829 Added 20.68%
22,347 $562 Million
Q4 2024

Jan 15, 2025
BUY
N/A
18,518 New
18,518 $459 Million
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