Sax Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 98,587 shares of JIRE stock, worth $6.4 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
98,587Holding current value
$6.4 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding JIRE
# of Institutions
173Shares Held
88.4MCall Options Held
100Put Options Held
900-
Jpmorgan Chase & CO New York, NY65.3MShares$4.24 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.06MShares$199 Million0.08% of portfolio
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Assetmark, Inc1.59MShares$103 Million0.25% of portfolio
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Commonwealth Equity Services, LLC1.24MShares$80.6 Million0.11% of portfolio
-
Janney Montgomery Scott LLC1.09MShares$71 Million0.18% of portfolio