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 $245,480. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$245,480
Previous $244,000
4.92%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
260Shares Held
98.5MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$237 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$174 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.59MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$113 Million0.04% of portfolio
-
Ubs Group Ag4.3MShares$111 Million0.03% of portfolio