Sax Wealth Advisors, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 $334,800. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$334,800
Previous $335,000
8.06%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding MORT
# of Institutions
84Shares Held
4.49MCall Options Held
17.7KPut Options Held
19.2K-
Lpl Financial LLC Fort Mill, SC700KShares$7.82 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC627KShares$7 Million0.0% of portfolio
-
Gradient Investments LLC568KShares$6.34 Million0.18% of portfolio
-
Cambridge Investment Research Advisors, Inc.401KShares$4.47 Million0.02% of portfolio
-
Morgan Stanley New York, NY347KShares$3.87 Million0.0% of portfolio