Evergreen Wealth Solutions, LLC Capital Group Intl Focus Equit Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 10,650 shares of CGXU stock, worth $320,458. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,650
Previous 20,450
47.92%
Holding current value
$320,458
Previous $500,000
42.4%
% of portfolio
0.18%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
302Shares 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