SAX WEALTH ADVISORS, LLC's ownership history for IBMO


SAX WEALTH ADVISORS, LLC currently holds 15.3K shares with a market value of $391.1K. It started holding IBMO on 2025-06-30. At its peak, it held 15.3K shares on 2025-09-30. Its highest holding value was $391.4K on 2025-09-30. At its lowest, it held 15.0K shares on 2025-06-30, with a value of $384.9K on 2025-06-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 234.


SAX WEALTH ADVISORS, LLC's ownership history for IBMO