Marshall & Sterling Wealth Advisors Inc. Pacer Fds Tr Benchmark Data & Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 13,578 shares of SRVR stock, worth $397,428. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,578Holding current value
$397,428% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SRVR
# of Institutions
113Shares Held
8.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.28MShares$96.1 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.28MShares$37.5 Million0.03% of portfolio
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Morgan Stanley New York, NY673KShares$19.7 Million0.0% of portfolio
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Ubs Group Ag416KShares$12.2 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH354KShares$10.4 Million0.69% of portfolio