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

Wr Wealth Planners, LLC

$347 Million
Q3 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 2,917 shares of AVEM stock, worth $171,957. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,917

Previous 2,917 -0.0%

Holding current value

$171,957

Previous $178,000 5.62%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$56.42 - $62.42 $620 - $686	-11 Reduced 0.38%	2,917 $178,000
Q1 2024 Jul 31, 2024	BUY	$53.02 - $58.54 $155,242 - $171,405	2,928 New	2,928 $169,000
Q3 2023 Aug 01, 2024	BUY	$52.44 - $57.3 $49,450 - $54,033	943 Added 39.05%	3,358 $177 Million
Q2 2023 Aug 01, 2024	SELL	$51.46 - $55.92 $25,832 - $28,071	-502 Reduced 17.21%	2,415 $130 Million
Q1 2023 Aug 01, 2024	SELL	$50.27 - $56.2 $28,704 - $32,090	-571 Reduced 19.57%	2,346 $124 Million
Q4 2022 Oct 10, 2024	BUY	$44.87 - $52.64 $12,653 - $14,844	282 Added 13.71%	2,339 $118 Million
Q3 2022 Oct 10, 2024	SELL	$45.9 - $53.37 $39,474 - $45,898	-860 Reduced 29.48%	2,057 $94.5 Million
Q2 2022 Oct 17, 2024	SELL	$51.44 - $61.32 $12,860 - $15,330	-250 Reduced 10.24%	2,191 $114 Million
Q1 2022 Oct 17, 2024	SELL	$54.87 - $65.28 $26,118 - $31,073	-476 Reduced 16.32%	2,441 $145 Million

Others Institutions Holding AVEM

# of Institutions

480

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

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.

Account

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