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New York Mortgage Tr shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $168k 23k 7.20

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sax Wealth Advisors

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
Geode Capital Management
Charles Schwab Investment Management
Balyasny Asset Management
Brandywine Global Investment Management
Northern Trust
Wolverine Asset Management
Morgan Stanley
Mirae Asset Global Investments
Bank of New York Mellon
EMG Holdings
Van Eck Associates Corp.
Principal Financial Group

View all funds holding New York Mortgage Tr