Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
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 33,783 shares of BSCQ stock, worth $661,471. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,783
Previous 25,281
33.63%
Holding current value
$661,471
Previous $492,000
33.94%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding BSCQ
# of Institutions
436Shares Held
189MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62MShares$1.21 Billion4.67% of portfolio
-
Ubs Group Ag8MShares$157 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.38MShares$145 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.19MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.64MShares$130 Million0.05% of portfolio