SAX WEALTH ADVISORS, LLC's ownership history for WM


SAX WEALTH ADVISORS, LLC currently holds 1.1K shares with a market value of $236.4K. It started holding WM on 2024-09-30. At its peak, it held 1.3K shares on 2024-09-30. Its highest holding value was $277.8K on 2025-06-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $230.1K on 2025-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 34. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 52.


SAX WEALTH ADVISORS, LLC's ownership history for WM