Concentric Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 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 $247,759. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$247,759
Previous $244,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
233Shares Held
83.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC8.31MShares$217 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO5.67MShares$148 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.02MShares$131 Million0.03% of portfolio
-
Ubs Group Ag4.05MShares$106 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.35MShares$87.3 Million0.02% of portfolio