Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,378 shares of IBDX stock, worth $264,223. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,378
Previous 10,993
5.59%
Holding current value
$264,223
Previous $281,000
6.05%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBDX
# of Institutions
189Shares Held
43.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$75.7 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio