Sax Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$56.42 - $62.42 $1.05 Million - $1.16 Million	18,602 New	18,602 $1.14 Million
Q4 2023 Feb 14, 2024	SELL	$51.0 - $56.39 $87,057 - $96,257	-1,707 Reduced 7.08%	22,415 $1.26 Million
Q3 2023 Nov 07, 2023	SELL	$52.44 - $57.3 $30,939 - $33,807	-590 Reduced 2.39%	24,122 $1.27 Million
Q2 2023 Aug 10, 2023	BUY	$51.46 - $55.92 $30,773 - $33,440	598 Added 2.48%	24,712 $1.33 Million
Q1 2023 May 05, 2023	BUY	$50.27 - $56.2 $63,139 - $70,587	1,256 Added 5.49%	24,114 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$44.87 - $52.64 $71,926 - $84,381	1,603 Added 7.54%	22,858 $1.15 Million
Q3 2022 Nov 08, 2022	BUY	$45.9 - $53.37 $397,310 - $461,970	8,656 Added 68.7%	21,255 $976,000
Q2 2022 Aug 11, 2022	BUY	$51.44 - $61.32 $648,092 - $772,570	12,599 New	12,599 $656,000

Others Institutions Holding AVEM

# of Institutions

469

Shares Held

99.3M

Call Options Held

0

Put Options Held

0

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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