Sax Wealth Advisors, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,220 shares of XJH stock, worth $223,363. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,220
Previous 5,220
-0.0%
Holding current value
$223,363
Previous $220,000
0.91%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding XJH
# of Institutions
146Shares Held
4.72MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC505KShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL463KShares$19.8 Million0.01% of portfolio
-
Eastern Bank377KShares$16.1 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS224KShares$9.59 Million0.02% of portfolio