SAX WEALTH ADVISORS, LLC's ownership history for IBDS


SAX WEALTH ADVISORS, LLC currently holds 258.0K shares with a market value of $6.3M. It started holding IBDS on 2024-09-30. At its peak, it held 258.0K shares on 2025-12-31. Its highest holding value was $6.3M on 2025-12-31. At its lowest, it held 154.2K shares on 2024-09-30, with a value of $3.8M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 34.1K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 55.2K.


SAX WEALTH ADVISORS, LLC's ownership history for IBDS