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

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$61.17 - $65.29 $7.63 Million - $8.14 Million	124,679 New	124,679 $7.76 Million
Q4 2023 Feb 14, 2024	SELL	$52.98 - $60.62 $181,509 - $207,684	-3,426 Reduced 2.55%	130,798 $7.9 Million
Q3 2023 Nov 07, 2023	SELL	$55.54 - $59.61 $88,141 - $94,601	-1,587 Reduced 1.17%	134,224 $7.47 Million
Q2 2023 Aug 10, 2023	BUY	$55.68 - $59.23 $485,529 - $516,485	8,720 Added 6.86%	135,811 $7.8 Million
Q1 2023 May 05, 2023	BUY	$53.37 - $58.39 $787,154 - $861,194	14,749 Added 13.13%	127,091 $7.25 Million
Q4 2022 Feb 06, 2023	BUY	$45.5 - $54.96 $1.16 Million - $1.4 Million	25,555 Added 29.45%	112,342 $5.98 Million
Q3 2022 Nov 08, 2022	BUY	$45.36 - $54.56 $2.28 Million - $2.74 Million	50,188 Added 137.13%	86,787 $3.96 Million
Q2 2022 Aug 11, 2022	BUY	$50.6 - $61.08 $1.48 Million - $1.79 Million	29,292 Added 400.88%	36,599 $1.87 Million
Q1 2022 Apr 20, 2022	BUY	$55.3 - $64.55 $404,077 - $471,666	7,307 New	7,307 $441,000

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$354 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$280 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$180 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$152 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$148 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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