SAX WEALTH ADVISORS, LLC's ownership history for IBDR

SAX WEALTH ADVISORS, LLC currently holds 361.3K shares with a market value of $8.8M. It started holding IBDR on 2024-09-30. At its peak, it held 361.3K shares on 2025-12-31. Its highest holding value was $8.8M on 2025-12-31. At its lowest, it held 212.0K shares on 2024-09-30, with a value of $5.2M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 88.0K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 116.1K.