Concentric Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 9,500 shares of CGXU stock, worth $284,905. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$284,905
Previous $244,000
4.92%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
318Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.5MShares$344 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO7.33MShares$220 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.6MShares$168 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.15MShares$154 Million0.05% of portfolio
-
Ubs Group Ag4.84MShares$145 Million0.02% of portfolio