Marshall & Sterling Wealth Advisors Inc. Capital Group Divid Value ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,725 shares of CGDV stock, worth $70,035. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,725Holding current value
$70,035% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
542Shares Held
334MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.2 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$963 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$705 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$679 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$562 Million0.41% of portfolio