Sax Wealth Advisors, LLC Global X Mlp & Energy Infrastr Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,696 shares of MLPX stock, worth $299,698. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,696
Previous 4,081 15.07%
Holding current value
$299,698
Previous $222,000 27.48%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$54.89 - $64.32 $33,757 - $39,556
615 Added 15.07%
4,696 $283,000
Q3 2024

Oct 17, 2024
BUY
$50.37 - $55.21 $205,559 - $225,312
4,081 New
4,081 $222,000

Others Institutions Holding MLPX

# of Institutions
289
Shares Held
28.2M
Call Options Held
226K
Put Options Held
6.6K
View Full List

About GLOBAL X MLP & ENERGY INFRASTR

MLPX Quotes by TradingView
  • Ticker MLPX
  • Sector ETFs
  • Industry ETFs
More about MLPX
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email