Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 19,183 shares of AVDE stock, worth $1.25 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,183

Previous 19,636 2.31%

Holding current value

$1.25 Million

Previous $1.25 Billion 4.57%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$61.17 - $65.29 $27,710 - $29,576	-453 Reduced 2.31%	19,183 $1.19 Billion
Q1 2024 May 08, 2024	SELL	$58.3 - $63.83 $20,055 - $21,957	-344 Reduced 1.72%	19,636 $1.25 Billion
Q4 2023 Feb 09, 2024	SELL	$52.98 - $60.62 $482,965 - $552,611	-9,116 Reduced 31.33%	19,980 $1.2 Billion
Q3 2023 Nov 02, 2023	BUY	$55.54 - $59.61 $91,641 - $98,356	1,650 Added 6.01%	29,096 $1.62 Billion
Q2 2023 Aug 11, 2023	BUY	$55.68 - $59.23 $506,075 - $538,341	9,089 Added 49.51%	27,446 $1.58 Billion
Q1 2023 May 01, 2023	SELL	$53.37 - $58.39 $11,741 - $12,845	-220 Reduced 1.18%	18,357 $1.05 Billion
Q4 2022 Feb 14, 2023	BUY	$45.5 - $54.96 $845,253 - $1.02 Million	18,577 New	18,577 $988 Million

Others Institutions Holding AVDE

# of Institutions

350

Shares Held

69.7M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History