SAX WEALTH ADVISORS, LLC
Holdings in DMLP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $202,358 | 9,050 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $249,838 | 9,650 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $268,849 | 9,650 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $290,272 | 9,650 | Shares | Sole | 2025-05-14 |