Sax Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Call Options Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EFIV
# of Institutions
110Shares Held
5.05MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44.9 Million1.77% of portfolio
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Retirement Capital Strategies685KShares$39.9 Million14.99% of portfolio
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Baltimore Washington Financial Advisors, Inc.380KShares$22.1 Million1.18% of portfolio
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Koss Olinger Consulting, LLC355KShares$20.7 Million1.73% of portfolio
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Lpl Financial LLC Fort Mill, SC282KShares$16.4 Million0.01% of portfolio