Marshall & Sterling Wealth Advisors Inc. Capital Group Core Equity 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 Core Equity ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,757 shares of CGUS stock, worth $62,373. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,757Holding current value
$62,373% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
333Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$527 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$323 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$185 Million0.07% of portfolio
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Morgan Stanley New York, NY4.36MShares$155 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$152 Million1.5% of portfolio