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 110,476 shares of AVIV stock, worth $5.87 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
110,476
Previous 94,324 17.12%
Holding current value
$5.87 Million
Previous $5.09 Billion 19.77%
% of portfolio
1.34%
Previous 1.19%

Shares

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

Oct 28, 2024

BUY
$50.37 - $56.43 $813,576 - $911,457
16,152 Added 17.12%
110,476 $6.1 Billion
Q2 2024

Jul 31, 2024

BUY
$52.26 - $55.37 $406,216 - $430,391
7,773 Added 8.98%
94,324 $5.09 Billion
Q1 2024

May 23, 2024

BUY
$49.42 - $54.08 $623,136 - $681,894
12,609 Added 17.05%
86,551 $4.72 Billion
Q4 2023

Feb 21, 2024

BUY
$45.8 - $51.67 $1.48 Million - $1.67 Million
32,406 Added 78.02%
73,942 $3.77 Billion
Q3 2023

Dec 04, 2023

BUY
$47.37 - $50.8 $1.97 Million - $2.11 Million
41,536 New
41,536 $2.06 Billion

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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.