Sax Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,991 shares of SGOV stock, worth $703,434. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,991Holding current value
$703,434% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
710Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
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Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
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Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio