Congress Wealth Management LLC Capital Group Intl Focus Equit Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Congress Wealth Management LLC holds 674,634 shares of CGXU stock, worth $20.2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
674,634
Previous 588,415
14.65%
Holding current value
$20.2 Million
Previous $14.4 Million
27.06%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
317Shares 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