Sax Wealth Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 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 $666,906. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,094
Previous 7,094
-0.0%
Holding current value
$666,906
Previous $639,000
0.47%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
235Shares Held
8.39MCall Options Held
24.8KPut Options Held
202K-
Goldman Sachs Group Inc New York, NY1.16MShares$109 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$62.8 Million0.02% of portfolio
-
Total Investment Management Inc Scottsdale, AZ661KShares$62.1 Million6.68% of portfolio
-
Morgan Stanley New York, NY631KShares$59.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC548KShares$51.5 Million0.0% of portfolio