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 39,723 shares of AVUV stock, worth $3.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

39,723

Previous 27,998 41.88%

Holding current value

$3.51 Million

Previous $2.51 Million 48.05%

% of portfolio

0.04%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$84.87 - $93.71 $995,100 - $1.1 Million	11,725 Added 41.88%	39,723 $3.72 Million
Q4 2023 Feb 02, 2024	BUY	$73.38 - $91.25 $533,399 - $663,296	7,269 Added 35.07%	27,998 $2.51 Million
Q3 2023 Nov 08, 2023	BUY	$75.9 - $84.23 $413,199 - $458,548	5,444 Added 35.62%	20,729 $1.62 Million
Q2 2023 Aug 03, 2023	BUY	$69.33 - $77.71 $72,449 - $81,206	1,045 Added 7.34%	15,285 $1.19 Million
Q1 2023 Aug 22, 2023	SELL	$70.61 - $84.06 $55,217 - $65,734	-782 Reduced 5.12%	14,503 $1.07 Million

Q1 2023 Jun 14, 2023	SELL	$70.61 - $84.06 $18,570 - $22,107	-263 Reduced 1.81%	14,240 $1.05 Million
Q1 2023 May 10, 2023	BUY	$70.61 - $84.06 $18,570 - $22,107	263 Added 1.85%	14,503 $1.07 Million
Q4 2022 Aug 30, 2023	SELL	$73.17 - $80.54 $76,462 - $84,164	-1,045 Reduced 6.84%	14,240 $1.06 Million
Q4 2022 Feb 13, 2023	BUY	$73.17 - $80.54 $32,194 - $35,437	440 Added 3.19%	14,240 $1.06 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $79.96 $86,890 - $104,587	1,308 Added 10.47%	13,800 $913,000
Q2 2022 Aug 15, 2022	SELL	$67.93 - $81.74 $57,876 - $69,642	-852 Reduced 6.38%	12,492 $854,000
Q1 2022 May 16, 2022	BUY	$75.32 - $82.57 $1.01 Million - $1.1 Million	13,344 New	13,344 $1.07 Million

Others Institutions Holding AVUV

# of Institutions

637

Shares Held

80.8M

Call Options Held

24.4K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
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Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History