Sax Wealth Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,094 shares of QQQE stock, worth $646,618. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,094
Previous 5,541
28.03%
Holding current value
$646,618
Previous $491,000
30.14%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
230Shares Held
8.72MCall Options Held
21.4KPut Options Held
202K-
Goldman Sachs Group Inc New York, NY1.16MShares$106 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$60.8 Million0.02% of portfolio
-
Total Investment Management Inc Scottsdale, AZ661KShares$60.3 Million6.68% of portfolio
-
Morgan Stanley New York, NY631KShares$57.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC548KShares$50 Million0.0% of portfolio