SAX WEALTH ADVISORS, LLC's ownership history for WFC-PL

SAX WEALTH ADVISORS, LLC currently holds 227 shares with a market value of $275.1K. It started holding WFC-PL on 2025-03-31. At its peak, it held 227 shares on 2025-12-31. Its highest holding value was $275.1K on 2025-12-31. At its lowest, it held 205 shares on 2025-09-30, with a value of $253.0K on 2025-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 22. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 2.