Concentric Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 9,500 shares of CGXU stock, worth $240,540. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$240,540
Previous $244,000
4.92%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
240Shares Held
87.7MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$233 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.03MShares$153 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.59MShares$141 Million0.03% of portfolio
-
Ubs Group Ag4.3MShares$109 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.56MShares$90 Million0.02% of portfolio