A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,488 shares of XT stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,488
Previous 18,488 -0.0%
Holding current value
$1.13 Million
Previous $1.09 Million 3.5%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$54.45 - $59.72 $105,524 - $115,737
-1,938 Reduced 9.49%
18,488 $1.09 Million
Q1 2024

May 13, 2024

BUY
$56.54 - $61.02 $206,088 - $222,417
3,645 Added 21.72%
20,426 $1.22 Million
Q4 2023

Feb 14, 2024

BUY
$48.21 - $60.43 $7,761 - $9,729
161 Added 0.97%
16,781 $1 Million
Q3 2023

Nov 07, 2023

BUY
$51.24 - $58.44 $362,523 - $413,463
7,075 Added 74.12%
16,620 $867,000
Q2 2023

Aug 10, 2023

BUY
$49.89 - $56.59 $476,200 - $540,151
9,545 New
9,545 $530,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.