Marshall & Sterling Wealth Advisors Inc. Capital Group Intl Focus Equit Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,177 shares of CGXU stock, worth $65,505. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,177
Previous 1,737
25.33%
Holding current value
$65,505
Previous $42.5 Million
38.83%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CGXU
# of Institutions
301Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.01MShares$271 Million0.09% of portfolio
-
Northwestern Mutual Wealth Management CO7.51MShares$226 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.42MShares$163 Million0.03% of portfolio
-
Ubs Group Ag5.16MShares$155 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.8MShares$145 Million0.05% of portfolio