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BlackRock MuniHoldings New Jersey Ins Fn shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of BlackRock MuniHoldings New Jersey Ins Fn (MUJ) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in BlackRock MuniHoldings New Jersey Ins Fn

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All positions including BlackRock MuniHoldings New Jersey Ins Fn held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock MuniHoldings New Jersey Ins Fn by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $198k 17k 11.41
2023-09-30 $176k 17k 10.12
2023-06-30 $194k 17k 11.17
2023-03-31 $199k 17k 11.45
2022-12-31 $192k 17k 11.07
2022-09-30 $204k 17k 11.76

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding BlackRock MuniHoldings New Jersey Ins Fn

Saba Capital Management
MacKay Shields
Logan Stone Capital
Fiera Capital Corporation
CNH Partners
Bank of America Corporation
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Robinson Capital Management
UBS Group
Wells Fargo & Company
J.w. Cole Advisors
Deschutes Portfolio Strategy
Commonwealth Equity Services
Landscape Capital Management

View all funds holding BlackRock MuniHoldings New Jersey Ins Fn