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

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$84.59 - $90.63 $13.4 Million - $14.4 Million	158,987 New	158,987 $14.3 Million
Q4 2023 Feb 14, 2024	SELL	$69.78 - $82.0 $865,272 - $1.02 Million	-12,400 Reduced 5.46%	214,672 $17.5 Million
Q3 2023 Nov 07, 2023	BUY	$72.72 - $78.49 $981,065 - $1.06 Million	13,491 Added 6.32%	227,072 $16.6 Million
Q2 2023 Aug 10, 2023	BUY	$68.92 - $75.19 $937,243 - $1.02 Million	13,599 Added 6.8%	213,581 $16.1 Million
Q1 2023 May 05, 2023	BUY	$67.42 - $74.29 $1.02 Million - $1.13 Million	15,155 Added 8.2%	199,982 $14.2 Million
Q4 2022 Feb 06, 2023	BUY	$63.25 - $72.69 $3.2 Million - $3.68 Million	50,628 Added 37.73%	184,827 $12.6 Million
Q3 2022 Nov 08, 2022	BUY	$62.35 - $74.13 $3.79 Million - $4.5 Million	60,725 Added 82.65%	134,199 $8.37 Million
Q2 2022 Aug 11, 2022	BUY	$63.84 - $77.62 $2.1 Million - $2.55 Million	32,856 Added 80.89%	73,474 $4.78 Million
Q1 2022 Apr 20, 2022	BUY	$71.89 - $81.03 $1.48 Million - $1.67 Million	20,549 Added 102.39%	40,618 $3.13 Million
Q4 2021 Feb 07, 2022	BUY	$73.89 - $80.63 $178,148 - $194,398	2,411 Added 13.65%	20,069 $1.61 Million
Q3 2021 Dec 10, 2021	BUY	$72.07 - $77.19 $726,033 - $777,612	10,074 Added 132.83%	17,658 $1.3 Million
Q2 2021 Aug 12, 2021	BUY	$70.19 - $74.23 $532,320 - $562,960	7,584 New	7,584 $563,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$336 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$308 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$301 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$224 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$169 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

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.