Sax Wealth Advisors, LLC Ishares Tr Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,286 shares of MBB stock, worth $493,712. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,286Holding current value
$493,712% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
1,051Shares Held
351MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.74 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.49 Billion0.83% of portfolio
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Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.97 Billion0.87% of portfolio