Inspirion Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Inspirion Wealth Advisors, LLC
- $711 Million
- Q3 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 1,364,506 shares of CGXU stock, worth $36.5 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
1,364,506
Previous 862,431
58.22%
Holding current value
$36.5 Million
Previous $22.2 Million
65.91%
% of portfolio
5.17%
Previous 3.41%
Shares
10 transactions
Others Institutions Holding CGXU
# of Institutions
230Shares Held
81.4MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC8.31MShares$222 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO5.67MShares$152 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.02MShares$134 Million0.03% of portfolio
-
Ubs Group Ag4.05MShares$108 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.35MShares$89.5 Million0.02% of portfolio