Sax Wealth Advisors »

New York Mortgage Tr shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in New York Mortgage Tr by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 16k 6.33
2024-06-30 $137k 23k 5.84
2024-03-31 $168k 23k 7.20

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
State Street Corporation
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Northern Trust
Charles Schwab Investment Management
Balyasny Asset Management
Morgan Stanley
Goldman Sachs Group
Van Eck Associates Corp.
Bank of New York Mellon
EMG Holdings

View all funds holding New York Mortgage Tr