Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 24,294 shares of BSCQ stock, worth $474,704. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,294
Previous 14,906
62.98%
Holding current value
$474,704
Previous $285,000
66.67%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSCQ
# of Institutions
340Shares Held
141MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA38.5MShares$752 Million4.14% of portfolio
-
Morgan Stanley New York, NY7.15MShares$140 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.05MShares$118 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$104 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$95.9 Million0.01% of portfolio