Robertson Stephens Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 107,502 shares of CGXU stock, worth $2.79 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
107,502
Previous 55,783
92.71%
Holding current value
$2.79 Million
Previous $1.5 Million
76.33%
% of portfolio
0.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
260Shares Held
98.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$238 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$174 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$149 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$113 Million0.04% of portfolio
-
Ubs Group Ag4.3MShares$112 Million0.03% of portfolio