MSWA
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Marshall & Sterling Wealth Advisors’s Fiserv FI Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.3K Buy
205
+175
+583% +$30.2K 0.02% 198
2025
Q1 		$6.63K Buy
+30
New +$6.63K ﹤0.01% 412