Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,071 shares of AVUS stock, worth $553,189. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,071

Previous 5,433 11.74%

Holding current value

$553,189

Previous $443,000 22.57%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$79.93 - $89.5 $50,995 - $57,101	638 Added 11.74%	6,071 $543,000
Q4 2023 Feb 02, 2024	SELL	$69.78 - $82.0 $23,585 - $27,716	-338 Reduced 5.86%	5,433 $443,000
Q3 2023 Nov 08, 2023	BUY	$72.72 - $78.49 $26,688 - $28,805	367 Added 6.79%	5,771 $422,000
Q2 2023 Aug 03, 2023	BUY	$68.92 - $75.19 $148,522 - $162,034	2,155 Added 66.33%	5,404 $406,000
Q1 2023 Aug 22, 2023	SELL	$67.42 - $74.29 $22,855 - $25,184	-339 Reduced 6.27%	5,065 $359,000

Q1 2023 Jun 14, 2023	SELL	$67.42 - $74.29 $122,434 - $134,910	-1,816 Reduced 35.85%	3,249 $230,000
Q1 2023 May 10, 2023	BUY	$67.42 - $74.29 $122,434 - $134,910	1,816 Added 55.89%	5,065 $359,000
Q4 2022 Aug 30, 2023	SELL	$66.69 - $72.69 $143,716 - $156,646	-2,155 Reduced 39.88%	3,249 $220,000
Q4 2022 Feb 13, 2023	BUY	$66.69 - $72.69 $216,675 - $236,169	3,249 New	3,249 $220,000

Others Institutions Holding AVUS

# of Institutions

365

Shares Held

60.7M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History