SAX WEALTH ADVISORS, LLC's ownership history for IWO

SAX WEALTH ADVISORS, LLC currently holds 926 shares with a market value of $299.1K. It started holding IWO on 2025-03-31. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $424.7K on 2025-09-30. At its lowest, it held 926 shares on 2025-12-31, with a value of $299.1K on 2025-12-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has decreased its shares by 401. In the recent year, SAX WEALTH ADVISORS, LLC has decreased its shares by 353.