Avantax Planning Partners, Inc. Capital Group Intl Focus Equit Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding CGXU
# of Institutions
268Shares Held
102MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$246 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$173 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$148 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$119 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$112 Million0.04% of portfolio