Sax Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 17,740 shares of BSCV stock, worth $284,727. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,740
Previous 17,059
3.99%
Holding current value
$284,727
Previous $272,000
8.46%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSCV
# of Institutions
116Shares Held
25.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC2.44MShares$39.1 Million0.65% of portfolio
-
Raymond James & Associates St Petersburg, FL2.02MShares$32.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.97MShares$31.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$24.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$23 Million0.01% of portfolio