Sax Wealth Advisors, LLC ISHARES BITCOIN TRUST ETF Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Number of Shares
20,383
Previous 11,574 76.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 12, 2026
BUY
N/A
8,809 Added 76.11%
20,383 $0
Q3 2025

Oct 20, 2025
BUY
N/A
180 Added 1.58%
11,574 $0
Q2 2025

Jul 23, 2025
BUY
N/A
672 Added 6.27%
11,394 $0
Q1 2025

May 14, 2025
BUY
N/A
4,964 Added 86.21%
10,722 $0
Q4 2024

Jan 15, 2025
BUY
N/A
5,758 New
5,758 $0
Q1 2024

May 13, 2024
BUY
N/A
5,611 New
5,611 $0
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