Sax Wealth Advisors, LLC RBB FD INC Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Number of Shares
19,337
Previous 17,669 9.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
1,668 Added 9.44%
19,337 $0
Q1 2025

May 14, 2025
BUY
N/A
17,669 New
17,669 $0
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