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 5,860 shares of AVLV stock, worth $404,047. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,860
Holding current value
$404,047
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$65.51 - $71.22 $383,888 - $417,349
5,860 New
5,860 $391,000
Q2 2024

Jul 12, 2024
BUY
$60.74 - $64.14 $355,936 - $375,860
5,860 New
5,860 $368,000
Q3 2023

Nov 07, 2023
SELL
$52.22 - $56.04 $75,719 - $81,258
-1,450 Reduced 19.84%
5,860 $308,000
Q2 2023

Aug 10, 2023
BUY
$49.22 - $53.35 $79,145 - $85,786
1,608 Added 28.2%
7,310 $389,000
Q1 2023

May 05, 2023
BUY
$48.59 - $54.44 $277,060 - $310,416
5,702 New
5,702 $291,000

Others Institutions Holding AVLV

# of Institutions
292
Shares Held
57.7M
Call Options Held
100
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email