Sax Wealth Advisors, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 $230,254. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,220Holding current value
$230,254% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XJH
# of Institutions
125Shares Held
3.69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC446KShares$19.7 Million0.0% of portfolio
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Eastern Bank381KShares$16.8 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16.5 Million0.01% of portfolio
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Bailard, Inc.206KShares$9.08 Million0.23% of portfolio
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Mariner, LLC Overland Park, KS163KShares$7.17 Million0.01% of portfolio