Sax Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 159,550 shares of HYDB stock, worth $7.53 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
159,550
Previous 157,017
1.61%
Holding current value
$7.53 Million
Previous $7.39 Million
2.46%
% of portfolio
0.47%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding HYDB
# of Institutions
235Shares Held
24.6MCall Options Held
0Put Options Held
0-
Renaissancere Holdings LTD Pembroke, D05.06MShares$239 Million37.51% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$138 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.31MShares$61.9 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.26MShares$59.7 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC897KShares$42.4 Million0.02% of portfolio