Marshall & Sterling Wealth Advisors Inc. Capital Group Core Plus Income Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,931 shares of CGCP stock, worth $42,752. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,931Holding current value
$42,752% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
255Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$461 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$305 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC12.4MShares$275 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$266 Million0.06% of portfolio
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Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio