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 $384,181. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,860Holding current value
$384,181% of portfolio
0.03%Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$535 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$125 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$123 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$116 Million0.1% of portfolio