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 145,618 shares of AVUS stock, worth $12.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
145,618
Holding current value
$12.8 Million
% of portfolio
1.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$94.36 - $102.06 $13.7 Million - $14.9 Million
145,618 New
145,618 $14.1 Million
Q2 2024

Jul 12, 2024
BUY
$84.59 - $90.63 $13.4 Million - $14.4 Million
158,987 New
158,987 $14.3 Million
Q4 2023

Feb 14, 2024
SELL
$69.78 - $82.0 $865,272 - $1.02 Million
-12,400 Reduced 5.46%
214,672 $17.5 Million
Q3 2023

Nov 07, 2023
BUY
$72.72 - $78.49 $981,065 - $1.06 Million
13,491 Added 6.32%
227,072 $16.6 Million
Q2 2023

Aug 10, 2023
BUY
$68.92 - $75.19 $937,243 - $1.02 Million
13,599 Added 6.8%
213,581 $16.1 Million
Q1 2023

May 05, 2023
BUY
$67.42 - $74.29 $1.02 Million - $1.13 Million
15,155 Added 8.2%
199,982 $14.2 Million
Q4 2022

Feb 06, 2023
BUY
$63.25 - $72.69 $3.2 Million - $3.68 Million
50,628 Added 37.73%
184,827 $12.6 Million
Q3 2022

Nov 08, 2022
BUY
$62.35 - $74.13 $3.79 Million - $4.5 Million
60,725 Added 82.65%
134,199 $8.37 Million
Q2 2022

Aug 11, 2022
BUY
$63.84 - $77.62 $2.1 Million - $2.55 Million
32,856 Added 80.89%
73,474 $4.78 Million
Q1 2022

Apr 20, 2022
BUY
$71.89 - $81.03 $1.48 Million - $1.67 Million
20,549 Added 102.39%
40,618 $3.13 Million
Q4 2021

Feb 07, 2022
BUY
$73.89 - $80.63 $178,148 - $194,398
2,411 Added 13.65%
20,069 $1.61 Million
Q3 2021

Dec 10, 2021
BUY
$72.07 - $77.19 $726,033 - $777,612
10,074 Added 132.83%
17,658 $1.3 Million
Q2 2021

Aug 12, 2021
BUY
$70.19 - $74.23 $532,320 - $562,960
7,584 New
7,584 $563,000

Others Institutions Holding AVUS

# of Institutions
460
Shares Held
87.9M
Call Options Held
1K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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