Strata Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Strata Wealth Advisors, LLC
- $322 Billion
- Q1 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 459,693 shares of CGXU stock, worth $12.1 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
459,693
Previous 89,194
415.39%
Holding current value
$12.1 Million
Previous $2.2 Billion
411.42%
% of portfolio
3.5%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
284Shares Held
112MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$268 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$202 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$188 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$156 Million0.03% of portfolio
-
Ubs Group Ag4.95MShares$131 Million0.02% of portfolio