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 5,541 shares of QQQE stock, worth $480,404. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,541
Previous 5,905 6.16%
Holding current value
$480,404
Previous $526,000 6.65%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$82.8 - $89.44 $30,139 - $32,556
-364 Reduced 6.16%
5,541 $491,000
Q4 2023

Feb 14, 2024

BUY
$70.45 - $85.0 $416,007 - $501,925
5,905 New
5,905 $499,000

Others Institutions Holding QQQE

About DIREXION NASDAQ-100 EQUAL WEIG


  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.