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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 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 88,105 shares of AVDE stock, worth $6.38 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

88,105

Previous 92,796 5.06%

Holding current value

$6.38 Million

Previous $5.69 Million 2.53%

% of portfolio

0.42%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$60.63 - $68.55 $284,415 - $321,568	-4,691 Reduced 5.06%	88,105 $5.84 Million
Q4 2024 Jan 15, 2025	BUY	$60.9 - $66.69 $5.65 Million - $6.19 Million	92,796 New	92,796 $5.69 Million
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

459

Shares Held

81M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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