Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 73,741 shares of AVUS stock, worth $7.3 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
73,741
Previous 54,412 35.52%
Holding current value
$7.3 Million
Previous $4.91 Billion 42.98%
% of portfolio
1.35%
Previous 1.02%

Shares

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

Oct 28, 2024
BUY
$86.27 - $95.15 $1.67 Million - $1.84 Million
19,329 Added 35.52%
73,741 $7.02 Billion
Q2 2024

Sep 11, 2024
BUY
$84.59 - $90.63 $3.55 Million - $3.81 Million
42,023 Added 339.2%
54,412 $4.91 Billion
Q1 2024

Sep 11, 2024
BUY
$79.93 - $89.5 $990,252 - $1.11 Million
12,389 New
12,389 $1.11 Billion

Others Institutions Holding AVUS

# of Institutions
405
Shares Held
64.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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