Sax Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025
Number of Shares
85,295
Previous 65,932 29.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
19,363 Added 29.37%
85,295 $0
Q2 2025

Jul 23, 2025
BUY
N/A
12,677 Added 23.8%
65,932 $0
Q1 2025

May 14, 2025
BUY
N/A
9,758 Added 22.43%
53,255 $0
Q4 2024

Jan 15, 2025
BUY
N/A
43,497 New
43,497 $0
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