Sax Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 21,853 shares of BSCT stock, worth $401,876. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,853
Previous 21,047
3.83%
Holding current value
$401,876
Previous $395,000
1.27%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCT
# of Institutions
236Shares Held
73.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.07MShares$93.3 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.7MShares$68.1 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.49MShares$64.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$55 Million0.02% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH2.84MShares$52.2 Million0.81% of portfolio