Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

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 5,423 shares of AVDV stock, worth $373,590. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,423
Previous 6,010 9.77%
Holding current value
$373,590
Previous $424,000 16.98%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 05, 2025
SELL
$63.85 - $70.4 $37,479 - $41,324
-587 Reduced 9.77%
5,423 $352,000
Q3 2024

Oct 17, 2024
SELL
$62.52 - $71.12 $2,250 - $2,560
-36 Reduced 0.6%
6,010 $424,000
Q2 2024

Jul 31, 2024
SELL
$63.81 - $68.36 $3,190 - $3,418
-50 Reduced 0.82%
6,046 $392,000
Q1 2024

Jul 31, 2024
SELL
$59.95 - $65.89 $3.93 Million - $4.32 Million
-65,522 Reduced 91.49%
6,096 $401,000
Q4 2023

Jul 30, 2024
BUY
$54.34 - $62.7 $3.89 Million - $4.49 Million
71,618 New
71,618 $4.48 Million
Q3 2023

Aug 01, 2024
SELL
$56.69 - $60.91 $173,641 - $186,567
-3,063 Reduced 4.15%
70,825 $4.1 Billion
Q2 2023

Aug 01, 2024
BUY
$56.07 - $60.13 $3.8 Million - $4.08 Million
67,842 Added 1122.1%
73,888 $4.25 Billion
Q1 2023

Aug 01, 2024
BUY
$55.2 - $60.58 $3.11 Million - $3.42 Million
56,378 Added 932.48%
62,424 $3.65 Billion
Q4 2022

Oct 10, 2024
BUY
$47.39 - $57.3 $225,386 - $272,518
4,756 Added 9.74%
53,580 $2.97 Billion
Q3 2022

Oct 10, 2024
BUY
$47.02 - $57.29 $2.01 Million - $2.45 Million
42,778 Added 707.54%
48,824 $2.32 Billion
Q2 2022

Oct 17, 2024
BUY
$52.51 - $63.48 $232,934 - $281,597
4,436 Added 10.04%
48,631 $2.57 Billion
Q1 2022

Oct 17, 2024
BUY
$57.89 - $66.21 $2.21 Million - $2.53 Million
38,185 Added 635.36%
44,195 $2.77 Billion

Others Institutions Holding AVDV

# of Institutions
416
Shares Held
76.4M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email