Sax Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 23,504 shares of BSCU stock, worth $384,290. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,504
Previous 17,015
38.14%
Holding current value
$384,290
Previous $276,000
44.2%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSCU
# of Institutions
166Shares Held
46.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.35MShares$54.8 Million0.91% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.9MShares$47.4 Million0.78% of portfolio
-
Raymond James & Associates St Petersburg, FL2.59MShares$42.3 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA2.44MShares$39.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.4MShares$39.2 Million0.01% of portfolio