Sax Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	$98.86 - $99.36 $278,982 - $280,393	-2,822 Reduced 54.66%	2,341 $231,000
Q2 2022 Aug 11, 2022	SELL	$99.0 - $100.08 $195,921 - $198,058	-1,979 Reduced 27.71%	5,163 $512,000
Q1 2022 Apr 20, 2022	SELL	$100.07 - $101.54 $73,151 - $74,225	-731 Reduced 9.28%	7,142 $715,000
Q4 2021 Feb 07, 2022	BUY	$101.54 - $101.91 $70,671 - $70,929	696 Added 9.7%	7,873 $800,000
Q3 2021 Dec 10, 2021	SELL	$101.91 - $102.02 $254,163 - $254,437	-2,494 Reduced 25.79%	7,177 $732,000
Q2 2021 Aug 12, 2021	SELL	$101.87 - $102.03 $258,749 - $259,156	-2,540 Reduced 20.8%	9,671 $986,000
Q1 2021 May 14, 2021	BUY	$101.91 - $102.15 $255,997 - $256,600	2,512 Added 25.9%	12,211 $1.24 Million
Q4 2020 Feb 16, 2021	BUY	$101.9 - $102.06 $988,328 - $989,879	9,699 New	9,699 $990,000

Others Institutions Holding MINT

# of Institutions

711

Shares Held

90.3M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR ENHANCED SHT MATU

Ticker MINT
Sector ETFs
Industry ETFs

More about MINT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.