Sax Wealth Advisors, LLC WELLS FARGO CO NEW Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Number of Shares
227
Previous 205 10.73%
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
22 Added 10.73%
227 $0
Q3 2025

Oct 20, 2025
SELL
N/A
-20 Reduced 8.89%
205 $0
Q1 2025

May 14, 2025
BUY
N/A
225 New
225 $0
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