Summit Investment Advisory Services, LLC Capital Group Intl Focus Equit Transaction History
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 25,193 shares of CGXU stock, worth $665,347. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,193
Previous 19,735
27.66%
Holding current value
$665,347
Previous $487 Million
26.67%
% of portfolio
0.3%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding CGXU
# of Institutions
284Shares Held
112MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$269 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$202 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$189 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