Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,993 shares of IBDX stock, worth $282,630. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,993Holding current value
$282,630% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IBDX
# of Institutions
176Shares Held
37.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$110 Million0.96% of portfolio
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Capital Investment Advisors, LLC2.97MShares$76.5 Million1.31% of portfolio
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Wells Fargo & Company San Francisco, CA2.68MShares$68.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.25MShares$57.9 Million0.0% of portfolio
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First Interstate Bank Billings, MT1.99MShares$51.1 Million3.04% of portfolio