Sax Wealth Advisors, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,358 shares of DFEB stock, worth $288,271. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,358

Holding current value

$288,271

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$39.94 - $44.64 $253,938 - $283,821	6,358 New	6,358 $283,000

Others Institutions Holding DFEB

# of Institutions

137

Shares Held

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$74.4 Million
2.27% of portfolio
Precedent Wealth Partners, LLC Houston, TX

244K
Shares

$11 Million
2.66% of portfolio
Cwm, LLC

208K
Shares

$9.44 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

204K
Shares

$9.26 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.7 Million
0.01% of portfolio

View Full List

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

More about DFEB

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Sax Wealth Advisors, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History