Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 189 | 612,842,235 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 201 | $231,884 | 1,998 | 0.00 | 1,998 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P 600 SMCP VAL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRAVELERS COMPANIES INC | COM | 203 | $230,171 | 1,208 | 0.00 | 1,208 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
