Swisher Financial Concepts, Inc. Capital Group Intl Focus Equit Transaction History
Swisher Financial Concepts, Inc.
- $140 Million
- Q2 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 180,433 shares of CGXU stock, worth $4.95 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
180,433
Previous 155,560
15.99%
Holding current value
$4.95 Million
Previous $3.86 Million
26.85%
% of portfolio
3.49%
Previous 3.55%
Shares
6 transactions
Others Institutions Holding CGXU
# of Institutions
296Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.01MShares$247 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO7.51MShares$206 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.42MShares$149 Million0.03% of portfolio
-
Ubs Group Ag5.16MShares$141 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$132 Million0.05% of portfolio