Capital Planning LLC Capital Group Intl Focus Equit Transaction History
Capital Planning LLC
- $337 Million
- Q1 2025
A detailed history of Capital Planning LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Capital Planning LLC holds 69,740 shares of CGXU stock, worth $1.84 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
69,740
Previous 71,508
2.47%
Holding current value
$1.84 Million
Previous $1.76 Million
3.23%
% of portfolio
0.51%
Previous 0.49%
Shares
13 transactions
Others Institutions Holding CGXU
# of Institutions
284Shares Held
113MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$268 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$202 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$188 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$156 Million0.03% of portfolio
-
Ubs Group Ag4.95MShares$130 Million0.02% of portfolio