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 24,987 shares of BSCR stock, worth $486,247. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,987
Previous 24,802
0.75%
Holding current value
$486,247
Previous $489,000
0.61%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCR
# of Institutions
308Shares Held
87.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.22MShares$160 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.89MShares$95.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$77.2 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$76.1 Million0.01% of portfolio
-
Manchester Financial Inc3.27MShares$63.7 Million14.9% of portfolio