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Visa shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 788 279.02

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 Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa