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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Number of Shares
81,945
Previous 76,940 6.51%
Holding current value
$4.89 Billion
Previous $4.77 Billion 2.46%
% of portfolio
3.32%
Previous 3.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email