Carolinas Wealth Consulting LLC Capital Group Intl Focus Equit Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 47,534 shares of CGXU stock, worth $1.18 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
47,534
Previous 47,214
0.68%
Holding current value
$1.18 Million
Previous $1.27 Million
7.93%
% of portfolio
0.21%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding CGXU
# of Institutions
270Shares Held
103MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$238 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$167 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$143 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$115 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$108 Million0.04% of portfolio