Ever Source Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 476,785 shares of CGXU stock, worth $14.3 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
476,785
Previous 402,935
18.33%
Holding current value
$14.3 Million
Previous $9.86 Million
31.15%
% of portfolio
0.66%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding CGXU
# of Institutions
299Shares 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