Simplicity Wealth,Llc Capital Group Intl Focus Equit Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
Shares
2 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
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Northwestern Mutual Wealth Management CO7.51MShares$226 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA5.42MShares$163 Million0.03% of portfolio
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Ubs Group Ag5.16MShares$155 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.8MShares$145 Million0.05% of portfolio