Inspirion Wealth Advisors, LLC Capital Group Intl Focus Equit Transaction History
Inspirion Wealth Advisors, LLC
- $710 Million
- Q4 2024
A detailed history of Inspirion Wealth Advisors, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 1,437,352 shares of CGXU stock, worth $37 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
1,437,352
Previous 1,364,506
5.34%
Holding current value
$37 Million
Previous $36.8 Million
3.64%
% of portfolio
4.99%
Previous 5.17%
Shares
11 transactions
Others Institutions Holding CGXU
# of Institutions
268Shares Held
102MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$246 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$173 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA5.75MShares$148 Million0.03% of portfolio
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Ubs Group Ag4.64MShares$120 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$112 Million0.04% of portfolio