Robertson Stephens Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 37,081 shares of CGXU stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
37,081
Previous 49,441
25.0%
Holding current value
$1.12 Million
Previous $1.23 Million
17.94%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGXU
# of Institutions
301Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.01MShares$271 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO7.51MShares$226 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.42MShares$163 Million0.03% of portfolio
-
Ubs Group Ag5.16MShares$155 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$145 Million0.05% of portfolio