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Marshall & Sterling Wealth Advisors Inc. → ASGI

Marshall & Sterling Wealth Advisors Inc. ASGI Position History

Abrdn Global Infrastructure Income Fund • Utilities

Quarters held
3
Latest value
$420K
Q3 2026
Peak value
$480K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$452K
Q2 2026$480K
Q3 2026$420K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$420K40.5K——
Q2 2026$480K40.5K——
Q1 2026$452K40.9K——

Other funds holding ASGI

Other Marshall & Sterling Wealth Advisors Inc. positions

BTCW

WISDOMTREE US

$1.6B
NSC

NORFOLK SOUTHERN

$1.3B
VGES

VANGUARD INFORMATION

$1.2B
VGES

VANGUARD INTERMEDIATE

$1B
PG

PROCTER & GAMBLE

$991.5M
BLK

ISHARES 1-3YR

$923.9M
HODL

VANECK MORNINGSTAR

$735.5M
AMGN

U S TREASURY

$720.1M
Marshall & Sterling Wealth Advisors Inc. ASGI Holdings: 13F Position History | Track13F