Sax Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 30,000 shares of MORT stock, worth $314,700. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$314,700
Previous $316,000
2.22%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding MORT
# of Institutions
91Shares Held
6.32MCall Options Held
11.6KPut Options Held
58.7K-
Lpl Financial LLC Fort Mill, SC1.05MShares$11.1 Million0.0% of portfolio
-
Gradient Investments LLC694KShares$7.28 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC550KShares$5.77 Million0.0% of portfolio
-
Axs Investments LLC Port Chester, NY493KShares$5.17 Million2.29% of portfolio
-
Ashton Thomas Private Wealth, LLC Scottsdale, AZ250KShares$2.62 Million0.09% of portfolio