Wr Wealth Planners, LLC Capital Group Intl Focus Equit Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,217 shares of CGXU stock, worth $110,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,217

Previous 4,510 6.5%

Holding current value

$110,864

Previous $115,000 1.74%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$24.27 - $27.46 $7,111 - $8,045	-293 Reduced 6.5%	4,217 $113,000
Q2 2024 Jul 31, 2024	BUY	$24.83 - $26.72 $38,039 - $40,935	1,532 Added 51.44%	4,510 $115,000
Q1 2024 Jul 31, 2024	BUY	$23.16 - $25.78 $68,970 - $76,772	2,978 New	2,978 $76,000
Q3 2023 Aug 01, 2024	BUY	$21.47 - $24.41 $4,294 - $4,882	200 Added 23.39%	1,055 $22.9 Million
Q2 2023 Aug 01, 2024	SELL	$22.48 - $24.21 $82,164 - $88,487	-3,655 Reduced 81.04%	855 $20.1 Million
Q1 2023 Aug 01, 2024	SELL	$20.88 - $23.27 $90,932 - $101,340	-4,355 Reduced 96.56%	155 $3.59 Million
Q4 2022 Oct 10, 2024	SELL	$18.7 - $22.06 $81,438 - $96,071	-4,355 Reduced 96.56%	155 $3.23 Million

Others Institutions Holding CGXU

# of Institutions

232

Shares Held

82.4M

Call Options Held

Put Options Held

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About CAPITAL GROUP INTL FOCUS EQUIT

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Wr Wealth Planners, LLC Capital Group Intl Focus Equit Transaction History