Confluence Wealth Services »

Capital Group International shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Capital Group International (CGIE) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Capital Group International

Tip: Access up to 7 years of quarterly data

All positions including Capital Group International held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group International by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 104k 29.01
2023-12-31 $2.9M 104k 27.65

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Capital Group International

Venturi Wealth Management
LVW Advisors
Confluence Wealth Services
Commonwealth Equity Services
Mendota Financial Group
Jane Street
Stifel Financial
Cambridge Investment Research Advisors
Kestra Advisory Services
Private Advisor
Royal Bank of Canada
Advisor Group Holdings
Harbour Investments
Acas
Johnson Bixby & Associates

View all funds holding Capital Group International