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 80,084 shares of AVUV stock, worth $7.77 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
80,084
Previous 74,017 8.2%
Holding current value
$7.77 Million
Previous $6.64 Billion 15.71%
% of portfolio
3.03%
Previous 2.88%

Shares

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

Oct 29, 2024

BUY
$88.24 - $99.7 $535,352 - $604,879
6,067 Added 8.2%
80,084 $7.68 Billion
Q2 2024

Aug 13, 2024

BUY
$86.93 - $93.77 $2.75 Million - $2.97 Million
31,675 Added 74.81%
74,017 $6.64 Billion
Q1 2024

Apr 30, 2024

BUY
$84.87 - $93.71 $564,894 - $623,733
6,656 Added 18.65%
42,342 $3.97 Billion
Q4 2023

Feb 08, 2024

BUY
$73.38 - $91.25 $2.62 Million - $3.26 Million
35,686 New
35,686 $3.2 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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.