Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History

Lifestyle Asset Management, Inc.

$181 Billion
Q3 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 144,419 shares of AVUV stock, worth $14.9 Million. This represents 7.65% of its overall portfolio holdings.

Number of Shares

144,419

Previous 141,441 2.11%

Holding current value

$14.9 Million

Previous $12.7 Billion 9.19%

% of portfolio

7.65%

Previous 7.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$88.24 - $99.7 $262,778 - $296,906	2,978 Added 2.11%	144,419 $13.9 Billion
Q2 2024 Jul 19, 2024	SELL	$86.93 - $93.77 $579,475 - $625,070	-6,666 Reduced 4.5%	141,441 $12.7 Billion
Q1 2024 Apr 19, 2024	SELL	$84.87 - $93.71 $1.47 Million - $1.62 Million	-17,306 Reduced 10.46%	148,107 $13.9 Billion
Q4 2023 Feb 12, 2024	BUY	$73.38 - $91.25 $12.1 Million - $15.1 Million	165,413 New	165,413 $14.9 Billion

Others Institutions Holding AVUV

# of Institutions

717

Shares Held

93.5M

Call Options Held

16.9K

Put Options Held

4.4K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History