A detailed history of Austin Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Austin Wealth Management, LLC holds 100,164 shares of AVES stock, worth $4.63 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
100,164
Previous 87,798 14.08%
Holding current value
$4.63 Million
Previous $4.41 Billion 18.4%
% of portfolio
1.15%
Previous 1.03%

Shares

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

Oct 28, 2024

BUY
$46.0 - $52.55 $568,836 - $649,833
12,366 Added 14.08%
100,164 $5.22 Billion
Q2 2024

Jul 31, 2024

BUY
$46.2 - $50.62 $235,851 - $258,415
5,105 Added 6.17%
87,798 $4.41 Billion
Q1 2024

May 23, 2024

BUY
$43.35 - $47.78 $558,868 - $615,979
12,892 Added 18.47%
82,693 $4.14 Billion
Q4 2023

Feb 21, 2024

BUY
$41.72 - $46.26 $1.32 Million - $1.46 Million
31,535 Added 82.41%
69,801 $3.25 Billion
Q3 2023

Dec 04, 2023

BUY
$42.94 - $46.49 $1.64 Million - $1.78 Million
38,266 New
38,266 $1.72 Billion

Others Institutions Holding AVES

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

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

News

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