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

Long View Wealth Management

92,723

Previous 78,157 18.64%

$2.46 Billion

Previous $2.08 Billion 18.5%

0.59%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	N/A	14,566 Added 18.64%	92,723 $2.46 Billion
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

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Long View Wealth Management with notifications on news.