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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 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 49,254 shares of AVUV stock, worth $4.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,254

Previous 44,833 9.86%

Holding current value

$4.28 Million

Previous $4.3 Million 10.53%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$94.37 - $106.41 $417,209 - $470,438	4,421 Added 9.86%	49,254 $4.75 Million
Q3 2024 Nov 08, 2024	BUY	$88.24 - $99.7 $433,611 - $489,925	4,914 Added 12.31%	44,833 $4.3 Million
Q2 2024 Jul 22, 2024	BUY	$86.93 - $93.77 $17,038 - $18,378	196 Added 0.49%	39,919 $3.58 Million
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	$68.43 - $80.54 $71,509 - $84,164	-1,045 Reduced 6.84%	14,240 $1.06 Million
Q4 2022 Feb 13, 2023	BUY	$68.43 - $80.54 $30,109 - $35,437	440 Added 3.19%	14,240 $1.06 Million
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $85,569 - $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

842

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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