Marshall & Sterling Wealth Advisors Inc. FLAGSTAR FINANCIAL Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Number of Shares
1,553
Previous 1,551 0.13%
Holding current value
$16.5 Million
Previous $18 Million 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
N/A
2 Added 0.13%
1,553 $16.5 Million
Q1 2025

May 15, 2025
BUY
N/A
1 Added 0.06%
1,551 $18 Million
Q4 2024

Feb 14, 2025
BUY
N/A
1,550 New
1,550 $14.5 Million
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