Worth Financial Advisory Group, LLC Capital Group Intl Focus Equit Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 143,255 shares of CGXU stock, worth $3.71 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
143,255
Previous 139,087
3.0%
Holding current value
$3.71 Million
Previous $3.75 Billion
5.79%
% of portfolio
2.17%
Previous 2.2%
Shares
8 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