Lodestone Wealth Management LLC Capital Group Intl Focus Equit Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
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 107,088 shares of CGXU stock, worth $2.94 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
107,088
Previous 107,940
0.79%
Holding current value
$2.94 Million
Previous $2.66 Billion
1.55%
% of portfolio
1.39%
Previous 1.34%
Shares
9 transactions
Others Institutions Holding CGXU
# of Institutions
294Shares Held
113MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$279 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$210 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$196 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$162 Million0.03% of portfolio
-
Ubs Group Ag4.95MShares$136 Million0.02% of portfolio