A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,544 shares of AVUS stock, worth $152,763. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,544
Previous 1,476 4.61%
Holding current value
$152,763
Previous $133 Million 10.36%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 29, 2024

BUY
$86.27 - $95.15 $5,866 - $6,470
68 Added 4.61%
1,544 $147 Million
Q2 2024

Aug 13, 2024

BUY
$84.59 - $90.63 $930 - $996
11 Added 0.75%
1,476 $133 Million
Q1 2024

Apr 30, 2024

SELL
$79.93 - $89.5 $219,567 - $245,856
-2,747 Reduced 65.22%
1,465 $131 Million
Q4 2023

Feb 08, 2024

BUY
$69.78 - $82.0 $293,913 - $345,384
4,212 New
4,212 $343 Million

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


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

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.