Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Capital Group International Focus Equity Etf (CGXU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 181    16
Total shares held : 
60,673,361  
% of shares held : 
67.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  85  
Amount of shares held : 
7,047,319  
% of shares held change : 
  7.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 791,525
 1.3%
 
Increased Positions :
100
 8,511,924
 14.03%
 
Unchanged Positions :
26
 555,629
 0.92%
 
Decreased Positions :
31
-1,400,074
-2.31%
 
Closed Positions :
8
-856,056
-1.41%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Simplicity WealthLLC 52 *New 2024-03-31 569,511 $14,682,000 569,511
   Krasney Financial LLC 73 *New 2024-03-31 128,446 $3,311,000 128,446
   Cyndeo Wealth Partners LLC 192 *New 2024-03-31 40,881 $1,054,000 40,881
   Main Street Financial Solutions LLC 203 *New 2024-03-31 34,961 $901,000 34,961
   US BANCORP 1192 *New 2024-03-31 33,021 $851,000 33,021
   J Arnold Wealth Management Co 17 *New 2023-12-31 32,540 $777,000 32,540
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1345 *New 2024-03-31 23,615 $609,000 23,615
   National Wealth Management Group LLC 49 *New 2023-12-31 23,735 $567,000 23,735
   CITADEL ADVISORS LLC 3548 *New 2023-12-31 22,005 $525,000 22,005
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 308 *New 2024-03-31 15,942 $411,000 15,942
   STONNINGTON GROUP LLC 176 *New 2023-03-31 15,000 $353,000 15,000
   Rather & Kittrell Inc. 66 *New 2024-03-31 11,374 $293,000 11,374
   Moloney Securities Asset Management LLC 347 *New 2024-03-31 11,110 $286,000 11,110
   KESTRA PRIVATE WEALTH SERVICES LLC 1045 *New 2024-03-31 10,521 $271,000 10,521
   MILLENNIUM MANAGEMENT LLC 3327 *New 2023-12-31 11,235 $268,000 11,235
   Echo Wealth Management LLC 39 *New 2024-03-31 10,185 $263,000 10,185
   JONES FINANCIAL COMPANIES LLLP 308 *New 2023-12-31 10,045 $240,000 10,045
   Grey Street Capital LLC 123 *New 2023-12-31 9,000 $215,000 9,000
   Mutual Advisors LLC 1021 *New 2024-03-31 7,982 $206,000 7,982
   Qube Research & Technologies Ltd 2460 *New 2023-12-31 7,550 $180,000 7,550
   Crewe Advisors LLC 93 *New 2023-12-31 5,089 $121,000 5,089
   Atlantic Trust Group LLC 1512 *New 2024-03-31 2,870 $74,000 2,870
   MATHER GROUP, INC. 812 *New 2024-03-31 2,760 $66,000 2,760
   ICA Group Wealth Management LLC 550 *New 2023-12-31 1,767 $42,000 1,767
   TUCKER ASSET MANAGEMENT LLC 619 *New 2023-12-31 160 $4,000 160
   New England Capital Financial Advisors LLC 306 *New 2024-03-31 93 $2,000 93

  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results