Marshall & Sterling Wealth Advisors Inc. J P MORGAN EXCHANGE TRADED F Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Number of Shares
18,041
Previous 81,945 77.98%
Holding current value
$1.13 Billion
Previous $4.89 Billion 76.95%
% of portfolio
0.76%
Previous 3.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-63,904 Reduced 77.98%
18,041 $1.13 Billion
Q1 2025

May 15, 2025
BUY
N/A
5,005 Added 6.51%
81,945 $4.89 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
76,940 New
76,940 $4.77 Billion
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