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 87,026 shares of AVUV stock, worth $7.57 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
87,026Holding current value
$7.57 Million% of portfolio
0.67%Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio