Sax Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
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 78,210 shares of HYDB stock, worth $3.71 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
78,210
Previous 8,476
822.72%
Holding current value
$3.71 Million
Previous $395,000
819.49%
% of portfolio
0.35%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
145Shares Held
9.49MCall Options Held
0Put Options Held
0-
State Of New Jersey Common Pension Fund D1.01MShares$48.1 Million0.21% of portfolio
-
Column Capital Advisors, LLC691KShares$32.8 Million1.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC672KShares$31.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc582KShares$27.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC395KShares$18.7 Million0.01% of portfolio