SAX WEALTH ADVISORS, LLC's ownership history for IBDW

SAX WEALTH ADVISORS, LLC currently holds 23.4K shares with a market value of $494.0K. It started holding IBDW on 2025-03-31. At its peak, it held 23.4K shares on 2025-12-31. Its highest holding value was $494.0K on 2025-12-31. At its lowest, it held 18.1K shares on 2025-06-30, with a value of $380.4K on 2025-06-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 5.3K.