Sax Wealth Advisors, LLC GE VERNOVA INC Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Number of Shares
1,048
Previous 809 29.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 12, 2026
BUY
N/A
239 Added 29.54%
1,048 $0
Q3 2025

Oct 20, 2025
BUY
N/A
230 Added 39.72%
809 $0
Q2 2025

Jul 23, 2025
BUY
N/A
579 New
579 $0
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