Physician Wealth Advisors, Inc.
Position in MAXJ — iShares Large Cap Max Buffer Jun ETF
CIK 1795173
MIDVALE, UT
All Filings in MAXJ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MAXJ | $13,460 | 478 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 MAXJ | $13,476 | 478 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 MAXJ | $13,407 | 478 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 MAXJ | $13,149 | 478 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 MAXJ | $12,327 | 478 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 MAXJ | $12,388 | 474 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||