Marshall & Sterling Wealth Advisors Inc. U S TREASURY Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Number of Shares
13,715
Previous 13,572 1.05%
Holding current value
$688 Million
Previous $681 Million 1.14%
% of portfolio
0.44%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
143 Added 1.05%
13,715 $688 Million
Q2 2025

Aug 12, 2025
BUY
N/A
966 Added 7.66%
13,572 $681 Million
Q1 2025

May 15, 2025
BUY
N/A
12,606 New
12,606 $632 Million
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email