Avaii Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 28,844 shares of CGXU stock, worth $734,656. This represents 0.39% of its overall portfolio holdings.
Number of Shares
28,844
Previous 27,900
3.38%
Holding current value
$734,656
Previous $752,000
5.45%
% of portfolio
0.39%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding CGXU
# of Institutions
269Shares Held
102MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$244 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$171 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$147 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$118 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$111 Million0.04% of portfolio