Sax Wealth Advisors, LLC Vaneck Vectors ETF Tr Bdc Inco Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck Vectors ETF Tr Bdc Inco stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 62,814 shares of BIZD stock, worth $1.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
62,814
Previous 60,646 3.57%
Holding current value
$1.11 Million
Previous $1 Million 3.98%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$15.9 - $17.05 $34,471 - $36,964
2,168 Added 3.57%
62,814 $1.04 Million
Q3 2024

Oct 17, 2024
BUY
$15.5 - $16.99 $68,913 - $75,537
4,446 Added 7.91%
60,646 $1 Million
Q2 2024

Jul 12, 2024
BUY
$16.14 - $17.38 $907,068 - $976,756
56,200 New
56,200 $961,000

Others Institutions Holding BIZD

# of Institutions
227
Shares Held
29.4M
Call Options Held
19.6K
Put Options Held
30.6K
View Full List

About VANECK VECTORS ETF TR BDC INCO

BIZD Quotes by TradingView
  • Ticker BIZD
  • Sector ETFs
  • Industry ETFs
More about BIZD
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email