Sax Wealth Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,094 shares of QQQE stock, worth $646,334. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,094
Previous 5,541 28.03%
Holding current value
$646,334
Previous $491,000 30.14%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$82.41 - $92.06 $127,982 - $142,969
1,553 Added 28.03%
7,094 $639,000
Q2 2024

Jul 12, 2024
SELL
$82.8 - $89.44 $30,139 - $32,556
-364 Reduced 6.16%
5,541 $491,000
Q4 2023

Feb 14, 2024
BUY
$70.45 - $85.0 $416,007 - $501,925
5,905 New
5,905 $499,000

Others Institutions Holding QQQE

# of Institutions
230
Shares Held
8.72M
Call Options Held
21.4K
Put Options Held
202K
View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

QQQE Quotes by TradingView
  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email