Sax Wealth Advisors, LLC Cambria Shareholder Yld ETF Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,764 shares of SYLD stock, worth $255,801. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,764

Holding current value

$255,801

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$63.93 - $70.45 $240,632 - $265,173	3,764 New	3,764 $258,000

Others Institutions Holding SYLD

# of Institutions

182

Shares Held

12M

Call Options Held

Put Options Held

500

Laurel Wealth Advisors LLC Charlotte, NC

1.74M
Shares

$119 Million
0.38% of portfolio
Morgan Stanley New York, NY

807K
Shares

$54.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

677K
Shares

$46 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

546K
Shares

$37.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

509K
Shares

$34.6 Million
0.01% of portfolio

View Full List

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

More about SYLD

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Sax Wealth Advisors, LLC Cambria Shareholder Yld ETF Transaction History