Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 3,608 shares of AVDV stock, worth $243,576. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,608
Previous 3,496 3.2%
Holding current value
$243,576
Previous $227,000 11.89%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 06, 2024
BUY
$62.52 - $71.12 $7,002 - $7,965
112 Added 3.2%
3,608 $254,000
Q2 2024

Aug 13, 2024
SELL
$63.81 - $68.36 $43,773 - $46,894
-686 Reduced 16.4%
3,496 $227,000
Q4 2023

Feb 09, 2024
SELL
$54.34 - $62.7 $49,503 - $57,119
-911 Reduced 17.89%
4,182 $261,000
Q2 2023

Aug 08, 2023
SELL
$56.07 - $60.13 $24,222 - $25,976
-432 Reduced 7.82%
5,093 $293,000
Q1 2023

May 11, 2023
BUY
$55.2 - $60.58 $304,980 - $334,704
5,525 New
5,525 $323,000

Others Institutions Holding AVDV

# of Institutions
388
Shares Held
71.5M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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