Sax Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 26,430 shares of QYLD stock, worth $460,674. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,430
Previous 23,895
10.61%
Holding current value
$460,674
Previous $406,000
13.3%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding QYLD
# of Institutions
466Shares Held
101MCall Options Held
454KPut Options Held
179K-
Morgan Stanley New York, NY11.5MShares$200 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$197 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$89.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.2MShares$73.2 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M03.85MShares$67.1 Million0.37% of portfolio