Marshall & Sterling Wealth Advisors Inc. Renaissance Cap Greenwich Fds Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
68Shares Held
811KCall Options Held
15.7KPut Options Held
5K-
Tradition Wealth Management, LLC137KShares$6.71 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY103KShares$5.06 Million0.0% of portfolio
-
Morgan Stanley New York, NY73.6KShares$3.61 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL68.6KShares$3.37 Million0.01% of portfolio
-
Sfi Advisors, LLC Montclair, NJ63.3KShares$3.11 Million2.07% of portfolio