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 $1.06 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,801Holding current value
$1.06 Million% of portfolio
0.08%Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$988 Million7.93% of portfolio
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Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio