Sax Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,498 shares of TDIV stock, worth $335,982. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,498
Previous 2,152
62.55%
Holding current value
$335,982
Previous $212,000
58.02%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
409Shares Held
25MCall Options Held
2.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.79MShares$268 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.89MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$131 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$130 Million0.04% of portfolio