A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 247,569 shares of AVDE stock, worth $16.1 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
247,569
Previous 194,810 27.08%
Holding current value
$16.1 Million
Previous $12.1 Million 36.82%
% of portfolio
4.78%
Previous 3.82%

Shares

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

Oct 17, 2024

BUY
$60.09 - $67.67 $3.17 Million - $3.57 Million
52,759 Added 27.08%
247,569 $16.6 Million
Q2 2024

Jul 31, 2024

SELL
$61.17 - $65.29 $442,075 - $471,850
-7,227 Reduced 3.58%
194,810 $12.1 Million
Q1 2024

Jul 31, 2024

SELL
$58.3 - $63.83 $125,461 - $137,362
-2,152 Reduced 1.05%
202,037 $12.9 Million
Q4 2023

Jul 30, 2024

BUY
$52.98 - $60.62 $10.8 Million - $12.4 Million
204,189 New
204,189 $12.3 Million
Q3 2023

Aug 01, 2024

BUY
$55.54 - $59.61 $6,720 - $7,212
121 Added 0.06%
204,377 $11.4 Billion
Q2 2023

Aug 01, 2024

BUY
$55.68 - $59.23 $525,953 - $559,486
9,446 Added 4.85%
204,256 $11.7 Billion
Q1 2023

Aug 01, 2024

SELL
$53.37 - $58.39 $355,284 - $388,702
-6,657 Reduced 3.42%
188,153 $10.7 Billion
Q4 2022

Oct 10, 2024

BUY
$45.5 - $54.96 $3.85 Million - $4.65 Million
84,553 Added 169106.0%
84,603 $4.5 Billion
Q3 2022

Oct 10, 2024

SELL
$45.36 - $54.56 $8.83 Million - $10.6 Million
-194,760 Reduced 99.97%
50 $2.28 Million
Q2 2022

Oct 17, 2024

SELL
$50.6 - $61.08 $17,001 - $20,522
-336 Reduced 61.99%
206 $10.5 Million
Q1 2022

Oct 17, 2024

SELL
$55.3 - $64.55 $13.7 Million - $15.9 Million
-247,027 Reduced 99.78%
542 $32.7 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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