Robertson Stephens Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
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 107,502 shares of CGXU stock, worth $2.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
107,502
Previous 55,783
92.71%
Holding current value
$2.76 Million
Previous $1.5 Million
76.33%
% of portfolio
0.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
255Shares Held
90MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$236 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.03MShares$155 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.59MShares$143 Million0.03% of portfolio
-
Ubs Group Ag4.3MShares$110 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.56MShares$91.3 Million0.02% of portfolio