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MRGN STNLY PTHWY LRG Cap Eqty ETF shares owned by Sontag Advisory

Quarter-by-quarter ownership of MRGN STNLY PTHWY LRG Cap Eqty ETF (MSLC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in MRGN STNLY PTHWY LRG Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY LRG Cap Eqty ETF held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MRGN STNLY PTHWY LRG Cap Eqty ETF by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 393 54.38

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding MRGN STNLY PTHWY LRG Cap Eqty ETF

Morgan Stanley
Brian McDonald
Susquehanna International
Jane Street
LPL Financial
Raymond James Financial
Rockefeller Capital Management
Savant Capital Management
Northwestern Mutual Wealth Management Company
Arkadios Wealth Advisors
HB Wealth Management
Royal Bank of Canada
Wells Fargo & Company
Advisor Group Holdings
Sontag Advisory

View all funds holding MRGN STNLY PTHWY LRG Cap Eqty ETF