Sax Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Sax Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 20, 2022	SELL	$52.29 - $96.99 $129,731 - $240,632	-2,481 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$91.87 - $125.12 $65,962 - $89,836	-718 Reduced 22.44%	2,481 $235,000
Q3 2021 Dec 10, 2021	SELL	$109.72 - $129.16 $244,236 - $287,510	-2,226 Reduced 41.03%	3,199 $354,000
Q2 2021 Aug 12, 2021	BUY	$99.48 - $130.88 $40,289 - $53,006	405 Added 8.07%	5,425 $709,000
Q1 2021 May 14, 2021	BUY	$110.26 - $156.58 $553,505 - $786,031	5,020 New	5,020 $602,000

676

50.3M

16.1M

16.3M

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Sax Wealth Advisors, LLC with notifications on news.