Sax Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,635 shares of DEM stock, worth $191,842. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,635

Holding current value

$191,842

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$40.48 - $45.39 $187,624 - $210,382	4,635 New	4,635 $203,000

Others Institutions Holding DEM

# of Institutions

323

Shares Held

44.4M

Call Options Held

4.9K

Put Options Held

Morgan Stanley New York, NY

7.14M
Shares

$295 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$235 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

$123 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$104 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$91.3 Million
0.1% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

More about DEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History