Sax Wealth Advisors, LLC Ishares Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,504 shares of ICLN stock, worth $142,170. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,504
Previous 12,504
-0.0%
Holding current value
$142,170
Previous $183,000
22.4%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ICLN
# of Institutions
532Shares Held
42.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$72.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$37 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$31 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$18.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.32MShares$15.1 Million0.03% of portfolio