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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

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 4,643 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,643
Previous 5,602 17.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-959 Reduced 17.12%
4,643 $0
Q3 2025

Oct 20, 2025
SELL
N/A
-134 Reduced 2.34%
5,602 $0
Q2 2025

Jul 23, 2025
SELL
N/A
-3,585 Reduced 38.46%
5,736 $0
Q1 2025

May 14, 2025
SELL
N/A
-40 Reduced 0.43%
9,321 $0
Q4 2024

Jan 15, 2025
BUY
N/A
9,361 New
9,361 $0
Q2 2024

Jul 12, 2024
BUY
N/A
8,791 New
8,791 $0
Q4 2023

Feb 14, 2024
BUY
N/A
100 Added 0.87%
11,643 $0
Q3 2023

Nov 07, 2023
BUY
N/A
455 Added 4.1%
11,543 $0
Q2 2023

Aug 10, 2023
BUY
N/A
4,595 Added 70.77%
11,088 $0
Q1 2023

May 05, 2023
BUY
N/A
6,493 New
6,493 $0

Others Institutions Holding AVGE

# of Institutions
116
Shares Held
2.13M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVGE Quotes by TradingView
  • Ticker AVGE
More about AVGE
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