A detailed history of Avantax Planning Partners, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 18,286 shares of CGXU stock, worth $476,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,286
Previous 15,942 14.7%
Holding current value
$476,898
Previous $410,000 14.63%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$24.83 - $26.72 $58,201 - $62,631
2,344 Added 14.7%
18,286 $470,000
Q1 2024

May 02, 2024

BUY
$23.16 - $25.78 $369,216 - $410,984
15,942 New
15,942 $410,000

Others Institutions Holding CGXU

About CAPITAL GROUP INTL FOCUS EQUIT


  • Ticker CGXU
  • Sector ETFs
  • Industry ETFs
More about CGXU
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.