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 101,530 shares of AVUV stock, worth $8.98 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

101,530

Previous 87,026 16.67%

Holding current value

$8.98 Million

Previous $8.4 Million 5.36%

% of portfolio

0.64%

Previous 0.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$84.95 - $100.62 $1.23 Million - $1.46 Million	14,504 Added 16.67%	101,530 $8.85 Million
Q4 2024 Jan 15, 2025	BUY	$94.37 - $106.41 $8.21 Million - $9.26 Million	87,026 New	87,026 $8.4 Million
Q2 2024 Jul 12, 2024	BUY	$86.93 - $93.77 $7.3 Million - $7.87 Million	83,948 New	83,948 $7.53 Million
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $102,805 - $127,841	1,401 Added 2.21%	64,919 $5.83 Million
Q3 2023 Nov 07, 2023	BUY	$75.9 - $84.23 $131,534 - $145,970	1,733 Added 2.8%	63,518 $4.95 Million
Q2 2023 Aug 10, 2023	BUY	$69.33 - $77.71 $204,800 - $229,555	2,954 Added 5.02%	61,785 $4.8 Million
Q1 2023 May 05, 2023	BUY	$70.61 - $84.06 $222,209 - $264,536	3,147 Added 5.65%	58,831 $4.36 Million
Q4 2022 Feb 06, 2023	BUY	$68.43 - $80.54 $342,765 - $403,424	5,009 Added 9.88%	55,684 $4.15 Million
Q3 2022 Nov 08, 2022	BUY	$65.42 - $79.96 $958,599 - $1.17 Million	14,653 Added 40.68%	50,675 $3.35 Million
Q2 2022 Aug 11, 2022	BUY	$67.93 - $81.74 $1.41 Million - $1.69 Million	20,702 Added 135.13%	36,022 $2.46 Million
Q1 2022 Apr 20, 2022	BUY	$75.32 - $82.57 $861,811 - $944,765	11,442 Added 295.05%	15,320 $1.22 Million
Q4 2021 Feb 07, 2022	BUY	$75.12 - $83.87 $291,315 - $325,247	3,878 New	3,878 $309,000

Others Institutions Holding AVUV

# of Institutions

866

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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