Gutierrez Wealth Advisory, LLC Capital Group Intl Focus Equit Transaction History
Gutierrez Wealth Advisory, LLC
- $123 Billion
- Q1 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 319,375 shares of CGXU stock, worth $8.66 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
319,375
Previous 314,627
1.51%
Holding current value
$8.66 Million
Previous $7.76 Billion
0.73%
% of portfolio
6.35%
Previous 6.4%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
292Shares Held
112MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$276 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$207 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$194 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$160 Million0.03% of portfolio
-
Ubs Group Ag4.95MShares$134 Million0.02% of portfolio