Sax Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$368 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$303 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$291 Million0.69% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$158 Million0.27% of portfolio