SAX WEALTH ADVISORS, LLC's ownership history for IBDT

SAX WEALTH ADVISORS, LLC currently holds 150.1K shares with a market value of $3.8M. It started holding IBDT on 2024-09-30. At its peak, it held 150.1K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 62.4K shares on 2024-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 24.7K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 42.2K.