SAX WEALTH ADVISORS, LLC's ownership history for XLK

SAX WEALTH ADVISORS, LLC currently holds 25.6K shares with a market value of $3.7M. It started holding XLK on 2024-09-30. At its peak, it held 25.6K shares on 2025-12-31. Its highest holding value was $3.7M on 2025-12-31. At its lowest, it held 12.9K shares on 2025-06-30, with a value of $2.9M on 2025-03-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 12.7K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 11.9K.