Swisher Financial Concepts, Inc. Capital Group Intl Focus Equit Transaction History
Swisher Financial Concepts, Inc.
- $140 Million
- Q2 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 180,433 shares of CGXU stock, worth $4.88 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
180,433
Previous 155,560
15.99%
Holding current value
$4.88 Million
Previous $3.86 Million
26.85%
% of portfolio
3.49%
Previous 3.55%
Shares
6 transactions
Others Institutions Holding CGXU
# of Institutions
292Shares Held
112MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC10.2MShares$275 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$207 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.15MShares$193 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$160 Million0.03% of portfolio
-
Ubs Group Ag4.95MShares$134 Million0.02% of portfolio