Marshall & Sterling Wealth Advisors Inc. Renaissance Cap Greenwich Fds Call Options Transaction History

Marshall & Sterling Wealth Advisors Inc.

$145 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IPO

# of Institutions

70

Shares Held

898K

Call Options Held

13.3K

Put Options Held

2.6K

Tradition Wealth Management, LLC

131K
Shares

$5.76 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.12 Million
0.0% of portfolio
Synergy Asset Management, LLC Bellevue, WA

86.9K
Shares

$3.83 Million
0.3% of portfolio
Morgan Stanley New York, NY

74K
Shares

$3.26 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.5K
Shares

$3.02 Million
2.12% of portfolio

About RENAISSANCE CAP GREENWICH FDS

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