Marshall & Sterling Wealth Advisors Inc. Innovator Etfs Tr Loup Frontie Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Innovator Etfs Tr Loup Frontie stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 31,049 shares of LOUP stock, worth $1.73 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
31,049
Previous 33,266
6.66%
Holding current value
$1.73 Million
Previous $1.77 Billion
20.54%
% of portfolio
0.96%
Previous 1.23%
Shares
2 transactions
Others Institutions Holding LOUP
# of Institutions
33Shares Held
913KCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A6219KShares$12.2 Million0.0% of portfolio
-
Tradition Wealth Management, LLC199KShares$11.1 Million0.87% of portfolio
-
Gradient Investments LLC164KShares$9.17 Million0.19% of portfolio
-
Epiq Partners, LLC79.7KShares$4.45 Million2.32% of portfolio
-
Elmwood Wealth Management, Inc.73.2KShares$4.09 Million1.5% of portfolio