Sax Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,326 shares of JQUA stock, worth $482,408. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,326
Previous 6,486
28.37%
Holding current value
$482,408
Previous $343,000
37.32%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding JQUA
# of Institutions
339Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$321 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$297 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$205 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.64MShares$153 Million7.03% of portfolio
-
Annex Advisory Services, LLC2.57MShares$149 Million5.28% of portfolio