Sax Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 24,405 shares of BSCU stock, worth $405,855. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,405
Previous 23,504
3.83%
Holding current value
$405,855
Previous $398,000
0.25%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
205Shares Held
65.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$110 Million1.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$63.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.56MShares$59.2 Million0.0% of portfolio
-
Tru Wealth Advisors, LLC3.28MShares$54.5 Million3.38% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH3.07MShares$51 Million0.78% of portfolio