Sax Wealth Advisors, LLC Ishares Esg Aware Aggressive A Transaction History
Sax Wealth Advisors, LLC
- $848 Million
- Q1 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,800 shares of EAOA stock, worth $271,596. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,800
Previous 7,600
2.63%
Holding current value
$271,596
Previous $243,000
9.05%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding EAOA
# of Institutions
19Shares Held
168KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z442.2KShares$1.47 Million0.27% of portfolio
-
Jane Street Group, LLC New York, NY38.2KShares$1.33 Million0.0% of portfolio
-
Cardinal Point Wealth Management Partners, LLC31.3KShares$1.09 Million0.28% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.2KShares$458,3350.0% of portfolio
-
Bank Of Montreal Toronto, A69.1KShares$316,8960.0% of portfolio