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

Marshall & Sterling Wealth Advisors Inc. currently holds 2.5K shares with a market value of $227.2K. It started holding USMV on 2024-12-31. At its peak, it held 2.9K shares on 2024-12-31. Its highest holding value was $254.9K on 2024-12-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $227.2K on 2026-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 10. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 2.