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 $495,437. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,368
Previous 24,294
4.42%
Holding current value
$495,437
Previous $475,000
3.58%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCQ
# of Institutions
393Shares Held
186MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62.6MShares$1.22 Billion5.6% of portfolio
-
Ubs Group Ag10.3MShares$200 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.03MShares$137 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.93MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$110 Million0.05% of portfolio