Ever Source Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 277,499 shares of CGXU stock, worth $7.31 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
277,499
Previous 5,207
5229.35%
Holding current value
$7.31 Million
Previous $140,000
4789.29%
% of portfolio
0.41%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding CGXU
# of Institutions
267Shares Held
102MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$252 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$177 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$152 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$122 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$115 Million0.04% of portfolio