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SAX WEALTH ADVISORS, LLC → PPT
SAX WEALTH ADVISORS, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
5
Latest value
$55.8M
Q3 2026
Peak value
$55.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.8M |
| Q4 2025 | $31.3M |
| Q1 2026 | $31.1M |
| Q2 2026 | $39.1M |
| Q3 2026 | $55.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55.8M | 1.06M | — | — |
| Q2 2026 | $39.1M | 841.8K | — | — |
| Q1 2026 | $31.1M | 682.6K | — | — |
| Q4 2025 | $31.3M | 686.0K | — | — |
| Q3 2025 | $22.8M | 533.1K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M