Avaii Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
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 31,289 shares of CGXU stock, worth $773,464. This represents 0.45% of its overall portfolio holdings.
Number of Shares
31,289
Previous 28,844
8.48%
Holding current value
$773,464
Previous $711,000
9.14%
% of portfolio
0.45%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding CGXU
# of Institutions
277Shares Held
104MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$237 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$166 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$142 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$115 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$108 Million0.04% of portfolio