SAX WEALTH ADVISORS, LLC's ownership history for UBS

SAX WEALTH ADVISORS, LLC currently holds 14.0K shares with a market value of $647.9K. It started holding UBS on 2024-09-30. At its peak, it held 14.6K shares on 2025-03-31. Its highest holding value was $647.9K on 2025-12-31. At its lowest, it held 11.3K shares on 2024-12-31, with a value of $341.4K on 2024-12-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 216. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 2.7K.