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Marshall Financial Group (Maryland)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,993
Closed -$201K – 234
2024
Q3 		$201K Buy
+3,993
New +$193K 0.05% 214

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Marshall Financial Group (Maryland)'s YLDE Position: Q4 2024 in Review

Marshall Financial Group (Maryland) sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2024, closing a stake of 3,993 shares — an estimated $201K sold.

Marshall Financial Group (Maryland) first reported a position in YLDE in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 25 funds tracked by Wall St. Rank hold YLDE as of Q4 2024.

  • Marshall Financial Group (Maryland) reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,993 ClearBridge Dividend Strategy ESG ETF shares in Q4 2024, an estimated $201K.
  • Marshall Financial Group (Maryland) first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2024 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s ClearBridge Dividend Strategy ESG ETF position peaked at $201K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2024, filed 21 Jan 2025.