Marshall & Sterling Wealth Advisors Inc. Vaneck ETF Tr Mtg Reit Income Transaction History

Marshall & Sterling Wealth Advisors Inc.

$148 Billion
Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 35,015 shares of MORT stock, worth $367,307. This represents 0.25% of its overall portfolio holdings.

Number of Shares

35,015

Previous 13,674 156.07%

Holding current value

$367,307

Previous $153 Million 142.05%

% of portfolio

0.25%

Previous 0.1%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$9.19 - $10.76 $196,123 - $229,629	21,341 Added 156.07%	35,015 $370 Million
Q1 2025 May 15, 2025	BUY	$10.35 - $11.79 $141,525 - $161,216	13,674 New	13,674 $153 Million

Others Institutions Holding MORT

# of Institutions

Shares Held

6.5M

Call Options Held

11.6K

Put Options Held

58.7K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Account

Marshall & Sterling Wealth Advisors Inc. Vaneck ETF Tr Mtg Reit Income Transaction History