Sax Wealth Advisors, LLC Invesco Cef Income Composite E Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,500 shares of PCEF stock, worth $240,000. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$240,000
Previous $235,000
4.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PCEF
# of Institutions
130Shares Held
18.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.29MShares$44.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.07MShares$39.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2MShares$38.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.94MShares$37.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$33.2 Million0.01% of portfolio