Long View Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Long View Wealth Management

  • $328 Billion
  • Q4 2024
Number of Shares
108,765
Previous 72,120 50.81%
Holding current value
$3.4 Billion
Previous $2.24 Billion 51.88%
% of portfolio
1.04%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
36,645 Added 50.81%
108,765 $3.4 Billion
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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