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

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 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 5,736 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,736
Previous 9,321 38.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-3,585 Reduced 38.46%
5,736 $0
Q1 2025

May 14, 2025
SELL
N/A
-40 Reduced 0.43%
9,321 $0
Q4 2024

Jan 15, 2025
BUY
N/A
9,361 New
9,361 $0
Q2 2024

Jul 12, 2024
BUY
N/A
8,791 New
8,791 $0
Q4 2023

Feb 14, 2024
BUY
N/A
100 Added 0.87%
11,643 $0
Q3 2023

Nov 07, 2023
BUY
N/A
455 Added 4.1%
11,543 $0
Q2 2023

Aug 10, 2023
BUY
N/A
4,595 Added 70.77%
11,088 $0
Q1 2023

May 05, 2023
BUY
N/A
6,493 New
6,493 $0

Others Institutions Holding AVGE

# of Institutions
107
Shares Held
1.95M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVGE Quotes by TradingView
  • Ticker AVGE
More about AVGE
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email