Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 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 28,103 shares of BSCR stock, worth $550,818. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,103
Previous 24,987
12.47%
Holding current value
$550,818
Previous $486,000
13.17%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BSCR
# of Institutions
367Shares Held
140MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA29.1MShares$571 Million2.38% of portfolio
-
Morgan Stanley New York, NY8.65MShares$170 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.03MShares$98.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC4.76MShares$93.2 Million0.01% of portfolio