Marshall & Sterling Wealth Advisors Inc. GE VERNOVA Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Number of Shares
44
Previous 69 36.23%
Holding current value
$13.4 Million
Previous $22.7 Million 40.81%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-25 Reduced 36.23%
44 $13.4 Million
Q4 2024

Feb 14, 2025
BUY
N/A
69 New
69 $22.7 Million
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