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SAX WEALTH ADVISORS, LLC → BOE

SAX WEALTH ADVISORS, LLC BOE Position History

BlackRock Enhanced Global Dividend Trust

Quarters held
4
Latest value
$996K
Q3 2026
Peak value
$999K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$999K
Q1 2026$999K
Q2 2026$935K
Q3 2026$996K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$996K85.3K——
Q2 2026$935K85.3K——
Q1 2026$999K85.3K——
Q4 2025$999K85.3K——

Other funds holding BOE

Other SAX WEALTH ADVISORS, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$291.3M
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FIS

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FIS

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ETHA

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$169.6M
FIS

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$157.6M
NVDA

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$119M
ETHA

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$114.4M