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Capital Group Core Equity Et shares owned by LongView Wealth Management

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $592k 19k 31.16
2023-12-31 $431k 15k 28.12

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Capital Group Core Equity Et

LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Advisor Group Holdings
Baird Financial
CWM
Souders Financial Advisors
Midwest Heritage Bank
Assetmark
Royal Bank of Canada
TCG Advisory Services
Wealth Enhancement Advisory Services

View all funds holding Capital Group Core Equity Et