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

389

Shares Held

76.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

14.3M
Shares

$1.36 Billion
0.61% of portfolio
Annex Advisory Services, LLC

3.39M
Shares

$322 Million
11.71% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$288 Million
36.46% of portfolio
American Century Companies Inc Kansas City, MO

2.92M
Shares

$277 Million
0.17% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$214 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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