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 176,453 shares of AVSF stock, worth $8.13 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
176,453
Previous 166,757 5.81%
Holding current value
$8.13 Million
Previous $7.7 Million 8.01%
% of portfolio
2.39%
Previous 2.42%

Shares

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

Oct 17, 2024
BUY
$45.96 - $47.18 $445,628 - $457,457
9,696 Added 5.81%
176,453 $8.32 Million
Q2 2024

Jul 31, 2024
SELL
$45.72 - $46.2 $29,397 - $29,706
-643 Reduced 0.38%
166,757 $7.7 Million
Q1 2024

Jul 31, 2024
BUY
$46.08 - $46.57 $7.71 Million - $7.8 Million
167,400 New
167,400 $7.75 Million

Others Institutions Holding AVSF

# of Institutions
58
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSF Quotes by TradingView
  • Ticker AVSF
  • Sector ETFs
  • Industry ETFs
More about AVSF
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