Ever Source Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,207 shares of CGXU stock, worth $133,611. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,207
Previous 4,543 14.62%
Holding current value
$133,611
Previous $116,000 20.69%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$24.27 - $27.46 $16,115 - $18,233
664 Added 14.62%
5,207 $140,000
Q2 2024

Aug 13, 2024
BUY
$24.83 - $26.72 $223 - $240
9 Added 0.2%
4,543 $116,000
Q1 2024

Jun 11, 2024
BUY
$23.16 - $25.78 $1,412 - $1,572
61 Added 1.36%
4,534 $116,000
Q4 2023

Feb 09, 2024
BUY
$20.91 - $23.94 $11,061 - $12,664
529 Added 13.41%
4,473 $106,000
Q3 2023

Nov 03, 2023
BUY
$21.47 - $24.41 $30,787 - $35,003
1,434 Added 57.13%
3,944 $85,000
Q2 2023

Aug 04, 2023
BUY
$22.48 - $24.21 $3,529 - $3,800
157 Added 6.67%
2,510 $59,000
Q1 2023

May 11, 2023
BUY
$20.88 - $23.27 $15,200 - $16,940
728 Added 44.8%
2,353 $54,000
Q4 2022

Feb 09, 2023
BUY
$18.7 - $22.06 $4,057 - $4,787
217 Added 15.41%
1,625 $33,000
Q3 2022

Nov 07, 2022
SELL
$18.56 - $22.26 $29,213 - $35,037
-1,574 Reduced 52.78%
1,408 $26,000
Q2 2022

Aug 01, 2022
BUY
$20.52 - $25.05 $37,797 - $46,142
1,842 Added 161.58%
2,982 $62,000
Q1 2022

May 25, 2022
BUY
$21.9 - $24.93 $24,966 - $28,420
1,140 New
1,140 $28,000

Others Institutions Holding CGXU

# of Institutions
255
Shares Held
90M
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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