Sax Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,021 shares of IBMO stock, worth $384,838. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,021Holding current value
$384,838% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
195Shares Held
18.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.89MShares$48.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc874KShares$22.4 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO859KShares$22 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH855KShares$21.9 Million0.35% of portfolio
-
Us Bancorp \De\735KShares$18.8 Million0.02% of portfolio