Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 $309,285. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,500
Previous 14,500
-0.0%
Holding current value
$309,285
Previous $284,000
11.62%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PEY
# of Institutions
204Shares Held
22.6MCall Options Held
58.7KPut Options Held
10.8K-
Bank Of America Corp Charlotte, NC6.01MShares$128 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$58.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$40.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$27.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL401KShares$8.56 Million0.02% of portfolio