Confluence Wealth Services, Inc. Capital Group Intl Focus Equit Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,615,462 shares of CGXU stock, worth $48.6 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
1,615,462
Previous 1,513,042
6.77%
Holding current value
$48.6 Million
Previous $37 Million
18.33%
% of portfolio
2.6%
Previous 2.44%
Shares
13 transactions
Others Institutions Holding CGXU
# of Institutions
301Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.01MShares$271 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO7.51MShares$226 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.42MShares$163 Million0.03% of portfolio
-
Ubs Group Ag5.16MShares$155 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$145 Million0.05% of portfolio