Summit Investment Advisory Services, LLC Capital Group Intl Focus Equit Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 19,735 shares of CGXU stock, worth $500,084. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,735
Previous 14,726
34.01%
Holding current value
$500,084
Previous $397 Million
22.59%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
270Shares Held
103MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.58MShares$243 Million0.69% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$170 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$146 Million0.03% of portfolio
-
Ubs Group Ag4.64MShares$118 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$111 Million0.04% of portfolio