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Confluent shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $974k 48k 20.38
2024-06-30 $1.5M 52k 29.53

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Confluent

BlackRock
Jpmorgan Chase & Co
Vanguard Group
T. Rowe Price Associates
Altimeter Capital Management
Goodman & Company, Investment Counsel
William Blair Investment Management
Champlain Investment Partners
State Street Corporation
Franklin Resources
Geode Capital Management
Bank of New York Mellon
Citadel Advisors
Atreides Management
Morgan Stanley

View all funds holding Confluent