SAX WEALTH ADVISORS, LLC
Position in MORT — VanEck Mortgage REIT Income ETF
CIK 1846150
PARSIPPANY, NJ
All Filings in MORT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MORT | $307,800 | 30,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 MORT | $315,300 | 30,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 MORT | $323,100 | 30,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 MORT | $316,800 | 30,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 MORT | $335,100 | 30,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 MORT | $318,600 | 30,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 MORT | $362,100 | 30,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 MORT | $335,700 | 30,000 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||