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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,993
Closed -$201K – 234
2024
Q3 		$201K Buy
+3,993
New +$201K 0.05% 214