Marshall & Sterling Wealth Advisors Inc. U S TREASURY Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Number of Shares
13,572
Previous 12,606 7.66%
Holding current value
$681 Million
Previous $632 Million 7.62%
% of portfolio
0.46%
Previous 0.43%

Shares

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

Aug 12, 2025
BUY
N/A
966 Added 7.66%
13,572 $681 Million
Q1 2025

May 15, 2025
BUY
N/A
12,606 New
12,606 $632 Million
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