Lodestone Wealth Management LLC Capital Group Intl Focus Equit Transaction History

Lodestone Wealth Management LLC

  • $191 Billion
  • Q1 2024

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 98,254 shares of CGXU stock, worth $2.59 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
98,254
Previous 93,862 4.68%
Holding current value
$2.59 Million
Previous $2.24 Billion 13.05%
% of portfolio
1.33%
Previous 1.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$23.16 - $25.78 $101,718 - $113,225
4,392 Added 4.68%
98,254 $2.53 Billion
Q4 2023

Jan 24, 2024
BUY
$20.91 - $23.94 $151,262 - $173,181
7,234 Added 8.35%
93,862 $2.24 Billion
Q3 2023

Oct 20, 2023
BUY
$21.47 - $24.41 $703,743 - $800,110
32,778 Added 60.87%
86,628 $1.88 Billion
Q2 2023

Jul 25, 2023
BUY
$22.48 - $24.21 $953,421 - $1.03 Million
42,412 Added 370.8%
53,850 $1.27 Billion
Q1 2023

May 15, 2023
BUY
$20.88 - $23.27 $238,825 - $266,162
11,438 New
11,438 $265 Million

Others Institutions Holding CGXU

# of Institutions
204
Shares Held
68.8M
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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email