Sax Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,472 shares of SCZ stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,472
Previous 14,449
7.08%
Holding current value
$1.03 Million
Previous $915,000
4.15%
% of portfolio
0.09%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding SCZ
# of Institutions
711Shares Held
103MCall Options Held
10.5KPut Options Held
114K-
Jones Financial Companies Lllp12.7MShares$843 Million0.9% of portfolio
-
Natixis Advisors, L.P. Boston, MA8.12MShares$541 Million1.09% of portfolio
-
Tiaa Trust, National Association Charlotte, NC7.86MShares$524 Million1.5% of portfolio
-
Creative Planning Overland Park, KS4.97MShares$331 Million0.33% of portfolio
-
Matson Money. Inc.4.27MShares$284 Million8.75% of portfolio