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 17,304 shares of AVEM stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,304

Previous 17,801 2.79%

Holding current value

$1.18 Million

Previous $1.05 Million 0.48%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$57.11 - $62.4 $28,383 - $31,012	-497 Reduced 2.79%	17,304 $1.04 Million
Q4 2024 Jan 15, 2025	BUY	$58.59 - $66.14 $1.04 Million - $1.18 Million	17,801 New	17,801 $1.05 Million
Q2 2024 Jul 12, 2024	BUY	$56.42 - $62.42 $1.05 Million - $1.16 Million	18,602 New	18,602 $1.14 Million
Q4 2023 Feb 14, 2024	SELL	$51.0 - $56.39 $87,057 - $96,257	-1,707 Reduced 7.08%	22,415 $1.26 Million
Q3 2023 Nov 07, 2023	SELL	$52.44 - $57.3 $30,939 - $33,807	-590 Reduced 2.39%	24,122 $1.27 Million
Q2 2023 Aug 10, 2023	BUY	$51.46 - $55.92 $30,773 - $33,440	598 Added 2.48%	24,712 $1.33 Million
Q1 2023 May 05, 2023	BUY	$50.27 - $56.2 $63,139 - $70,587	1,256 Added 5.49%	24,114 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$44.87 - $52.64 $71,926 - $84,381	1,603 Added 7.54%	22,858 $1.15 Million
Q3 2022 Nov 08, 2022	BUY	$45.9 - $53.37 $397,310 - $461,970	8,656 Added 68.7%	21,255 $976,000
Q2 2022 Aug 11, 2022	BUY	$51.44 - $61.32 $648,092 - $772,570	12,599 New	12,599 $656,000

Others Institutions Holding AVEM

# of Institutions

589

Shares Held

128M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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