Marshall & Sterling Wealth Advisors Inc. Capital Group Growth ETF Shs C Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,741 shares of CGGR stock, worth $120,795. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,741
Previous 1,893
44.8%
Holding current value
$120,795
Previous $64.9 Million
71.71%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
507Shares Held
255MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.32 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$981 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$560 Million0.72% of portfolio
-
Morgan Stanley New York, NY11.9MShares$523 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$506 Million0.04% of portfolio