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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

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 151,357 shares of AVUS stock, worth $15.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

151,357

Previous 145,618 3.94%

Holding current value

$15.3 Million

Previous $14.1 Million 0.94%

% of portfolio

1.02%

Previous 1.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$90.7 - $101.57 $520,527 - $582,910	5,739 Added 3.94%	151,357 $14 Million
Q4 2024 Jan 15, 2025	BUY	$94.36 - $102.06 $13.7 Million - $14.9 Million	145,618 New	145,618 $14.1 Million
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

478

Shares Held

71.2M

Call Options Held

1.4K

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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