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 $509,952. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,735
Previous 14,726
34.01%
Holding current value
$509,952
Previous $397 Million
22.59%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CGXU
# of Institutions
255Shares Held
94.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$237 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.03MShares$156 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.59MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$113 Million0.04% of portfolio
-
Ubs Group Ag4.3MShares$111 Million0.03% of portfolio