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 $11.4 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
459,693
Previous 89,194
415.39%
Holding current value
$11.4 Million
Previous $2.2 Billion
411.42%
% of portfolio
3.5%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
280Shares 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