Kerntke Otto Mc Glone Wealth Management Group Capital Group Intl Focus Equit Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 31,430 shares of CGXU stock, worth $808,693. This represents 0.6% of its overall portfolio holdings.
Number of Shares
31,430
Previous 30,736
2.26%
Holding current value
$808,693
Previous $828,000
6.4%
% of portfolio
0.6%
Previous 0.7%
Shares
9 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
-
Wells Fargo & Company San Francisco, CA5.75MShares$148 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$120 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$112 Million0.04% of portfolio