Marshall & Sterling Wealth Advisors Inc. TORTOISE NORTH Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Number of Shares
83,057
Previous 78,962 5.19%
Holding current value
$3.02 Billion
Previous $2.82 Billion 7.31%
% of portfolio
1.94%
Previous 1.91%

Shares

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

Nov 07, 2025
BUY
N/A
4,095 Added 5.19%
83,057 $3.02 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
78,962 New
78,962 $2.82 Billion
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