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 $2.67 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
107,088
Previous 107,940
0.79%
Holding current value
$2.67 Million
Previous $2.66 Billion
1.55%
% of portfolio
1.39%
Previous 1.34%
Shares
9 transactions
Others Institutions Holding CGXU
# of Institutions
279Shares Held
104MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$238 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$167 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$143 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$116 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$109 Million0.04% of portfolio