Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Pine Harbor Wealth Management, LLC

  • $248 Billion
  • Q4 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 149,945 shares of AVUV stock, worth $13.9 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares
149,945
Previous 97,450 53.87%
Holding current value
$13.9 Million
Previous $9.35 Billion 54.8%
% of portfolio
5.83%
Previous 4.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$94.37 - $106.41 $4.95 Million - $5.59 Million
52,495 Added 53.87%
149,945 $14.5 Billion
Q3 2024

Nov 13, 2024
BUY
$88.24 - $99.7 $3.98 Million - $4.49 Million
45,083 Added 86.09%
97,450 $9.35 Billion
Q2 2024

Aug 09, 2024
BUY
$86.93 - $93.77 $551,918 - $595,345
6,349 Added 13.8%
52,367 $4.7 Billion
Q1 2024

May 15, 2024
BUY
$84.87 - $93.71 $1.15 Million - $1.27 Million
13,520 Added 41.6%
46,018 $4.31 Billion
Q4 2023

Apr 03, 2024
BUY
$73.38 - $91.25 $2.38 Million - $2.97 Million
32,498 New
32,498 $2.92 Billion

Others Institutions Holding AVUV

# of Institutions
832
Shares Held
110M
Call Options Held
7.5K
Put Options Held
13K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, 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 Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email