Marshall & Sterling Wealth Advisors Inc. Renaissance Cap Greenwich Fds Put Options Transaction History

Marshall & Sterling Wealth Advisors Inc.

$147 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IPO

# of Institutions

66

Shares Held

813K

Call Options Held

15.7K

Put Options Held

5K

Tradition Wealth Management, LLC

137K
Shares

$6.75 Million
0.49% of portfolio
Goldman Sachs Group Inc New York, NY

103K
Shares

$5.06 Million
0.0% of portfolio
Morgan Stanley New York, NY

73.6K
Shares

$3.61 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

69.9K
Shares

$3.43 Million
2.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

68.6K
Shares

$3.37 Million
0.01% of portfolio

About RENAISSANCE CAP GREENWICH FDS

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