Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 07-12-2024 | 06-30-2024 | 274 | 1,049,713,160 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 201 | $350,491 | 3,277 | 0.00 | 0.00 | 331 | 11.24 | 06-30-2024 |
| UBS GROUP AG | SHS | 202 | $347,779 | 11,773 | 0.00 | 11,773 | +Inf | 06-30-2024 | |
| FISERV INC | COM | 203 | $346,441 | 2,324 | 0.00 | 0.00 | 25 | 1.09 | 06-30-2024 |
| COHERENT CORP | COM | 204 | $343,537 | 4,741 | 0.00 | 4,741 | +Inf | 06-30-2024 |
