Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,500 shares of PEY stock, worth $313,780. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,500
Previous 14,500
-0.0%
Holding current value
$313,780
Previous $317,000
2.84%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PEY
# of Institutions
217Shares Held
22.9MCall Options Held
58.7KPut Options Held
10.8K-
Bank Of America Corp Charlotte, NC6.01MShares$130 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$59.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$41.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$27.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL633KShares$13.7 Million0.01% of portfolio