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 17,801 shares of AVEM stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,801Holding current value
$1.09 Million% of portfolio
0.08%Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
520Shares Held
113MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
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Mercer Global Advisors Inc Denver, CO8.03MShares$491 Million1.17% of portfolio
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Morgan Stanley New York, NY4.99MShares$305 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio