Sax Wealth Advisors, LLC Invesco Cef Income Composite E Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,500 shares of PCEF stock, worth $251,750. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$251,750
Previous $235,000
3.83%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PCEF
# of Institutions
137Shares Held
19.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.85MShares$57.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.17MShares$43.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$40.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.84MShares$37 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.15MShares$23.2 Million0.01% of portfolio