Sax Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Number of Shares
68,006
Previous 28,322 140.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
39,684 Added 140.12%
68,006 $0
Q3 2024

Oct 17, 2024
BUY
N/A
3,079 Added 12.2%
28,322 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-123 Reduced 0.48%
25,243 $0
Q1 2024

May 13, 2024
BUY
N/A
440 Added 1.77%
25,366 $0
Q4 2023

Feb 14, 2024
BUY
N/A
24,926 New
24,926 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email