Confluence Wealth Services, Inc. Capital Group Intl Focus Equit Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
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 1,232,669 shares of CGXU stock, worth $32.1 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
1,232,669
Previous 1,134,579
8.65%
Holding current value
$32.1 Million
Previous $29.2 Million
13.93%
% of portfolio
2.54%
Previous 2.4%
Shares
10 transactions
Others Institutions Holding CGXU
# of Institutions
233Shares Held
82.7MCall 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