Betterment LLC Capital Group Intl Focus Equit Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Betterment LLC holds 19,631 shares of CGXU stock, worth $507,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,631

Holding current value

$507,265

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$24.27 - $27.46 $476,444 - $539,067	19,631 New	19,631 $529,000

Others Institutions Holding CGXU

# of Institutions

259

Shares Held

95.9M

Call Options Held

Put Options Held

Captrust Financial Advisors Raleigh, NC

9.18M
Shares

$237 Million
0.75% of portfolio
Northwestern Mutual Wealth Management CO

6.03M
Shares

$156 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

5.59M
Shares

$144 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.36M
Shares

$113 Million
0.04% of portfolio
Ubs Group Ag

4.3M
Shares

$111 Million
0.03% of portfolio

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