Marshall & Sterling Wealth Advisors Inc. Vaneck ETF Tr Mtg Reit Income Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 35,347 shares of MORT stock, worth $367,962. This represents 0.24% of its overall portfolio holdings.
Number of Shares
35,347
Previous 35,015
0.95%
Holding current value
$367,962
Previous $370 Million
2.9%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding MORT
# of Institutions
96Shares Held
6.89MCall Options Held
0Put Options Held
31.7K-
Lpl Financial LLC Fort Mill, SC1.11MShares$11.5 Million0.0% of portfolio
-
Gradient Investments LLC694KShares$7.22 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC550KShares$5.73 Million0.0% of portfolio
-
Axs Investments LLC Port Chester, NY417KShares$4.34 Million2.07% of portfolio
-
Morgan Stanley New York, NY391KShares$4.07 Million0.0% of portfolio