Wr Wealth Planners, LLC Capital Group Intl Focus Equit Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,669 shares of CGXU stock, worth $42,826. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,669

Previous 4,217 60.42%

Holding current value

$42,826

Previous $113,000 63.72%

% of portfolio

0.01%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$24.67 - $26.94 $62,859 - $68,643	-2,548 Reduced 60.42%	1,669 $41,000
Q3 2024 Oct 17, 2024	SELL	$24.27 - $27.46 $7,111 - $8,045	-293 Reduced 6.5%	4,217 $113,000
Q2 2024 Jul 31, 2024	BUY	$24.83 - $26.72 $38,039 - $40,935	1,532 Added 51.44%	4,510 $115,000
Q1 2024 Jul 31, 2024	BUY	$23.16 - $25.78 $68,970 - $76,772	2,978 New	2,978 $76,000
Q3 2023 Aug 01, 2024	BUY	$21.47 - $24.41 $4,294 - $4,882	200 Added 23.39%	1,055 $22.9 Million
Q2 2023 Aug 01, 2024	SELL	$22.48 - $24.21 $82,164 - $88,487	-3,655 Reduced 81.04%	855 $20.1 Million
Q1 2023 Aug 01, 2024	SELL	$20.88 - $23.27 $90,932 - $101,340	-4,355 Reduced 96.56%	155 $3.59 Million
Q4 2022 Oct 10, 2024	SELL	$18.7 - $22.06 $81,438 - $96,071	-4,355 Reduced 96.56%	155 $3.23 Million

Others Institutions Holding CGXU

# of Institutions

269

Shares Held

103M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP INTL FOCUS EQUIT

Ticker CGXU
Sector ETFs
Industry ETFs

More about CGXU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Capital Group Intl Focus Equit Transaction History