Marshall & Sterling Wealth Advisors Inc. Renaissance Cap Greenwich Fds Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
66Shares Held
822KCall Options Held
13.8KPut Options Held
4.8K-
Tradition Wealth Management, LLC137KShares$5.87 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY103KShares$4.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY73.6KShares$3.14 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ69.9KShares$2.99 Million2.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL67.1KShares$2.86 Million0.01% of portfolio