Sax Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 881 shares of OEF stock, worth $234,372. This represents 0.02% of its overall portfolio holdings.
Number of Shares
881
Previous 881
-0.0%
Holding current value
$234,372
Previous $234,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
847Shares Held
35.9MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
-
Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio