Robertson Stephens Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
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 49,441 shares of CGXU stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
49,441
Previous 107,502
54.01%
Holding current value
$1.16 Million
Previous $2.65 Million
53.77%
% of portfolio
0.04%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding CGXU
# of Institutions
273Shares Held
103MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$224 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$157 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$135 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$109 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$102 Million0.04% of portfolio