Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 13,241 shares of IBMQ stock, worth $337,248. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,241Holding current value
$337,248% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
158Shares Held
16.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$49.1 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH862KShares$22 Million0.35% of portfolio
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Envestnet Asset Management Inc804KShares$20.5 Million0.01% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio
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Mercer Global Advisors Inc Denver, CO753KShares$19.2 Million0.04% of portfolio