Marshall & Sterling Wealth Advisors Inc. Capital Group Intl Focus Equit Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 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 3,237 shares of CGXU stock, worth $97,077. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,237
Previous 2,177
48.69%
Holding current value
$97,077
Previous $59 Million
62.36%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGXU
# of Institutions
319Shares Held
117MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.5MShares$344 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO7.33MShares$220 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.6MShares$168 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.15MShares$154 Million0.05% of portfolio
-
Ubs Group Ag4.84MShares$145 Million0.02% of portfolio