Marshall & Sterling Wealth Advisors Inc.'s ownership history for HDV

Marshall & Sterling Wealth Advisors Inc. currently holds 490 shares with a market value of $66.5K. It started holding HDV on 2025-03-31. At its peak, it held 490 shares on 2026-03-31. Its highest holding value was $66.5K on 2026-03-31. At its lowest, it held 474 shares on 2025-03-31, with a value of $56.0K on 2025-06-30. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 8. In the recent year, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 16.