Sax Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 92,796 shares of AVDE stock, worth $6.26 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
92,796Holding current value
$6.26 Million% of portfolio
0.45%Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$333 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$308 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$228 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$179 Million17.59% of portfolio