Summit Investment Advisory Services, LLC Capital Group Intl Focus Equit Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 19,735 shares of CGXU stock, worth $495,940. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,735
Previous 14,726 34.01%
Holding current value
$495,940
Previous $397 Million 22.59%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Jan 21, 2025
BUY
$24.67 - $26.94 $123,572 - $134,942
5,009 Added 34.01%
19,735 $487 Million
Q3 2024

Oct 16, 2024
BUY
$24.27 - $27.46 $357,400 - $404,375
14,726 New
14,726 $397 Million

Others Institutions Holding CGXU

# of Institutions
243
Shares Held
88M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP INTL FOCUS EQUIT

CGXU Quotes by TradingView
  • Ticker CGXU
  • Sector ETFs
  • Industry ETFs
More about CGXU
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email