Sax Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 30,000 shares of MORT stock, worth $287,700. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$287,700
Previous $362,000
12.15%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding MORT
# of Institutions
83Shares Held
5.32MCall Options Held
4.5KPut Options Held
13.9K-
Lpl Financial LLC Fort Mill, SC898KShares$8.62 Million0.0% of portfolio
-
Gradient Investments LLC644KShares$6.18 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC562KShares$5.39 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.415KShares$3.98 Million0.02% of portfolio
-
Drive Wealth Management, LLC Lehi, UT296KShares$2.84 Million0.81% of portfolio