Sax Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 21,853 shares of BSCT stock, worth $400,128. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,853
Previous 21,047
3.83%
Holding current value
$400,128
Previous $395,000
1.27%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCT
# of Institutions
208Shares Held
52.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.42MShares$81 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.7MShares$49.5 Million0.81% of portfolio
-
Raymond James & Associates St Petersburg, FL2.55MShares$46.7 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC2.41MShares$44.2 Million1.25% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE2.21MShares$40.4 Million1.54% of portfolio