Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,027 shares of IBMN stock, worth $375,081. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,027Holding current value
$375,081% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IBMN
# of Institutions
187Shares Held
16.4MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.9 Million0.86% of portfolio
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Bank Of America Corp Charlotte, NC1.57MShares$42.1 Million0.0% of portfolio
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Us Bancorp \De\562KShares$15 Million0.02% of portfolio
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Kathmere Capital Management, LLC Wayne, PA505KShares$13.5 Million1.1% of portfolio
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New Edge Advisors, LLC New Orleans, LA481KShares$12.9 Million0.07% of portfolio