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 $260,490. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,500
Previous 9,500 -0.0%
Holding current value
$260,490
Previous $244,000 4.92%
% of portfolio
0.05%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$21.47 - $24.41 $203,965 - $231,895
9,500 New
9,500 $206,000

Others Institutions Holding CGXU

# of Institutions
293
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP INTL FOCUS EQUIT

CGXU Quotes by TradingView
  • Ticker CGXU
  • Sector ETFs
  • Industry ETFs
More about CGXU
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