Marshall & Sterling Wealth Advisors Inc. CAPITAL GROUP Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Number of Shares
2,466
Previous 2,076 18.79%
Holding current value
$64.9 Million
Previous $54.6 Million 18.88%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
390 Added 18.79%
2,466 $64.9 Million
Q1 2025

May 15, 2025
BUY
N/A
2,076 New
2,076 $54.6 Million
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