SAX WEALTH ADVISORS, LLC's ownership history for ITOT
SAX WEALTH ADVISORS, LLC currently holds 136.7K shares with a market value of $20.3M. It started holding ITOT on 2024-09-30. At its peak, it held 150.4K shares on 2024-09-30. Its highest holding value was $20.3M on 2025-12-31. At its lowest, it held 133.7K shares on 2025-09-30, with a value of $18.0M on 2025-03-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 2.7K. In the recent year, SAX WEALTH ADVISORS, LLC has decreased its shares by 11.0K.
SAX WEALTH ADVISORS, LLC's ownership history for ITOT