Sax Wealth Advisors, LLC Ishares Transaction History
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,504 shares of ICLN stock, worth $156,925. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,504
Previous 12,504
-0.0%
Holding current value
$156,925
Previous $142,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding ICLN
# of Institutions
491Shares Held
35.8MCall Options Held
2.32MPut Options Held
1.44M-
Bank Of America Corp Charlotte, NC4.33MShares$54.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.65MShares$33.3 Million0.0% of portfolio
-
Criteria Caixa, S.A.U. Barcelona, U31.83MShares$22.9 Million3.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.32MShares$16.6 Million0.03% of portfolio
-
Ubs Group Ag1.25MShares$15.7 Million0.0% of portfolio