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 15,089 shares of IBMP stock, worth $383,260. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,089Holding current value
$383,260% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IBMP
# of Institutions
173Shares Held
19.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.95MShares$49.6 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL1.01MShares$25.7 Million0.04% of portfolio
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Clearstead Advisors, LLC Cleveland, OH871KShares$22.1 Million0.35% of portfolio
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Envestnet Asset Management Inc859KShares$21.8 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO834KShares$21.2 Million0.05% of portfolio