Atlas Wealth LLC American Centy ETF Tr Avantis Transaction History

Atlas Wealth LLC

$644 Billion
Q2 2024

A detailed history of Atlas Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atlas Wealth LLC holds 3,486 shares of AVDV stock, worth $233,596. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,486

Holding current value

$233,596

% of portfolio

0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$63.81 - $68.36 $222,441 - $238,302	3,486 New	3,486 $231 Million
Q1 2023 May 09, 2023	SELL	$55.2 - $60.58 $4,526 - $4,967	-82 Reduced 2.02%	3,982 $233 Million
Q4 2022 Feb 14, 2023	BUY	$47.39 - $57.3 $192,592 - $232,867	4,064 New	4,064 $225 Million

Others Institutions Holding AVDV

# of Institutions

358

Shares Held

75.8M

Call Options Held

100

Put Options Held

500

Jones Financial Companies Lllp

16.8M
Shares

$1.13 Billion
1.26% of portfolio
Savant Capital, LLC

7.99M
Shares

$535 Million
5.1% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$425 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$173 Million
1.87% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.35M
Shares

$158 Million
9.46% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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