A detailed history of Enzi Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Enzi Wealth holds 93,367 shares of AVES stock, worth $4.66 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
93,367
Previous 86,026 8.53%
Holding current value
$4.66 Million
Previous $4.19 Million 16.1%
% of portfolio
2.01%
Previous 1.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$46.0 - $52.55 $337,686 - $385,769
7,341 Added 8.53%
93,367 $4.87 Million
Q2 2024

Jul 22, 2024

BUY
$46.2 - $50.62 $526,541 - $576,916
11,397 Added 15.27%
86,026 $4.19 Million
Q1 2024

Apr 16, 2024

BUY
$43.35 - $47.78 $1 Million - $1.1 Million
23,102 Added 44.83%
74,629 $3.54 Million
Q4 2023

Feb 14, 2024

BUY
$41.72 - $46.26 $2.15 Million - $2.38 Million
51,527 New
51,527 $2.37 Million

Others Institutions Holding AVES

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
Track This Portfolio

Track Enzi Wealth Portfolio

Follow Enzi Wealth 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 Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.