Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,541 shares of EMB stock, worth $242,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,541
Previous 2,989
14.99%
Holding current value
$242,030
Previous $270,000
12.96%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EMB
# of Institutions
976Shares Held
141MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.72 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$823 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$752 Million1.56% of portfolio
-
Jones Financial Companies Lllp7.79MShares$742 Million0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$621 Million0.05% of portfolio