Sax Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Number of Shares
161,956
Previous 130,606 24.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
31,350 Added 24.0%
161,956 $0
Q3 2025

Oct 20, 2025
BUY
N/A
24,108 Added 22.64%
130,606 $0
Q2 2025

Jul 23, 2025
BUY
N/A
4,778 Added 4.7%
106,498 $0
Q1 2025

May 14, 2025
BUY
N/A
33,714 Added 49.58%
101,720 $0
Q4 2024

Jan 15, 2025
BUY
N/A
39,684 Added 140.12%
68,006 $0
Q3 2024

Oct 17, 2024
BUY
N/A
3,079 Added 12.2%
28,322 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-123 Reduced 0.48%
25,243 $0
Q1 2024

May 13, 2024
BUY
N/A
440 Added 1.77%
25,366 $0
Q4 2023

Feb 14, 2024
BUY
N/A
24,926 New
24,926 $0
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