Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 25,368 shares of BSCQ stock, worth $493,914. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,368
Previous 24,294
4.42%
Holding current value
$493,914
Previous $475,000
3.58%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCQ
# of Institutions
382Shares Held
169MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA52MShares$1.01 Billion5.0% of portfolio
-
Morgan Stanley New York, NY7.06MShares$138 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.16MShares$120 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$109 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.35MShares$104 Million0.04% of portfolio