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

Marshall & Sterling Wealth Advisors Inc. currently holds 32.3K shares with a market value of $331.9K. It started holding MORT on 2025-03-31. At its peak, it held 36.2K shares on 2025-12-31. Its highest holding value was $380.4K on 2025-09-30. At its lowest, it held 13.7K shares on 2025-03-31, with a value of $152.7K on 2025-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 3.0K. In the recent year, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 18.7K.