Long View Wealth Management Capital Group Core Equity ETF Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Long View Wealth Management holds 41,196 shares of CGUS stock, worth $1.41 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
41,196
Previous 37,735
9.17%
Holding current value
$1.41 Million
Previous $1.29 Billion
11.37%
% of portfolio
0.44%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
308Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$315 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$267 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$165 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$137 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$135 Million1.35% of portfolio