Inspirion Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Inspirion Wealth Advisors, LLC
- $710 Million
- Q4 2024
A detailed history of Inspirion Wealth Advisors, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 1,437,352 shares of CGXU stock, worth $37.1 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
1,437,352
Previous 1,364,506
5.34%
Holding current value
$37.1 Million
Previous $36.8 Million
3.64%
% of portfolio
4.99%
Previous 5.17%
Shares
11 transactions
Others Institutions Holding CGXU
# of Institutions
255Shares Held
94.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$237 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.03MShares$156 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.59MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$113 Million0.04% of portfolio
-
Ubs Group Ag4.3MShares$111 Million0.03% of portfolio