Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 2,245 shares of AVUV stock, worth $226,924. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,245
Previous 1,441 55.79%
Holding current value
$226,924
Previous $129,000 66.67%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 29, 2024
BUY
$88.24 - $99.7 $70,944 - $80,158
804 Added 55.79%
2,245 $215,000
Q2 2024

Aug 07, 2024
SELL
$86.93 - $93.77 $60,155 - $64,888
-692 Reduced 32.44%
1,441 $129,000
Q1 2024

May 08, 2024
SELL
$84.87 - $93.71 $117,544 - $129,788
-1,385 Reduced 39.37%
2,133 $199,000
Q4 2023

Feb 13, 2024
BUY
$73.38 - $91.25 $258,150 - $321,017
3,518 New
3,518 $315,000

Others Institutions Holding AVUV

# of Institutions
732
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

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

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email