Sax Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
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 158,987 shares of AVUS stock, worth $14.5 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
158,987Holding current value
$14.5 Million% of portfolio
1.38%Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
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American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
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Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio