Sax Wealth Advisors, LLC NEW YORK MTG TR INC Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Number of Shares
15,876
Previous 23,381 32.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
N/A
-7,505 Reduced 32.1%
15,876 $0
Q2 2024

Jul 12, 2024
BUY
N/A
4 Added 0.02%
23,381 $0
Q1 2024

May 13, 2024
BUY
N/A
23,377 New
23,377 $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