SAX WEALTH ADVISORS, LLC's ownership history for SPY

SAX WEALTH ADVISORS, LLC currently holds 29.3K shares with a market value of $20.0M. It started holding SPY on 2024-09-30. At its peak, it held 29.3K shares on 2025-12-31. Its highest holding value was $20.0M on 2025-12-31. At its lowest, it held 26.4K shares on 2024-09-30, with a value of $15.1M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 2.8K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 2.6K.