Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 24,294 shares of BSCQ stock, worth $471,789. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,294
Previous 14,906
62.98%
Holding current value
$471,789
Previous $285,000
66.67%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSCQ
# of Institutions
359Shares Held
160MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA52MShares$1.01 Billion5.0% of portfolio
-
Morgan Stanley New York, NY7.06MShares$137 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.16MShares$120 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.06MShares$98.3 Million0.05% of portfolio
-
Aptus Capital Advisors, LLC4.99MShares$96.9 Million1.56% of portfolio