Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Put Options Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BSCQ

# of Institutions

340

Shares Held

141M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

38.5M
Shares

$752 Million
4.14% of portfolio
Morgan Stanley New York, NY

7.15M
Shares

$140 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.05M
Shares

$118 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.33M
Shares

$104 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$95.9 Million
0.01% of portfolio

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