A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,022 shares of AVRE stock, worth $44,722. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,022
Previous 1,035 1.26%
Holding current value
$44,722
Previous $43.8 Million 10.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 28, 2025

SELL
$40.95 - $48.28 $532 - $627
-13 Reduced 1.26%
1,022 $48.2 Million
Q1 2024

Feb 28, 2025

SELL
$40.52 - $43.42 $12,804 - $13,720
-316 Reduced 23.39%
1,035 $43.8 Million
Q4 2023

Feb 28, 2025

BUY
$35.51 - $43.68 $47,974 - $59,011
1,351 New
1,351 $58.5 Million

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.