Sax Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,152 shares of TDIV stock, worth $215,286. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,152Holding current value
$215,286% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding TDIV
# of Institutions
398Shares Held
23.8MCall Options Held
4.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.6MShares$260 Million0.08% of portfolio
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Morgan Stanley New York, NY1.95MShares$195 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.39MShares$139 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.38MShares$138 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$138 Million0.03% of portfolio