Sax Wealth Advisors, LLC Barclays Bank PLC Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 229,962 shares of DJP stock, worth $7.43 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

229,962

Holding current value

$7.43 Million

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	BUY	N/A	229,962 New	229,962 $7.43 Million

Others Institutions Holding DJP

# of Institutions

136

Shares Held

10.5M

Call Options Held

14.8K

Put Options Held

Blb&B Advisors, LLC

2.27M
Shares

$73.2 Million
3.33% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

1.35M
Shares

$43.7 Million
1.01% of portfolio
Osborne Partners Capital Management, LLC

753K
Shares

$24.3 Million
1.25% of portfolio
Dimension Capital Management LLC Coral Gables, FL

488K
Shares

$15.7 Million
2.29% of portfolio
Badgley Phelps Wealth Managers, LLC

471K
Shares

$15.2 Million
0.33% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

More about DJP

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Sax Wealth Advisors, LLC Barclays Bank PLC Transaction History