Long View Wealth Management CAPITAL GROUP NEW GEOGRAPHY Transaction History

Long View Wealth Management

  • $330 Billion
  • Q2 2025
Number of Shares
19,349
Previous 22,347 13.42%
Holding current value
$557 Million
Previous $562 Million 0.86%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
N/A
-2,998 Reduced 13.42%
19,349 $557 Million
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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