Sax Wealth Advisors, LLC Options Holdings

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $1.26 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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