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 83,948 shares of AVUV stock, worth $7.72 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
83,948Holding current value
$7.72 Million% of portfolio
0.73%Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
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Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio