Avantax Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 77,021 shares of AVUS stock, worth $7.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

77,021

Previous 76,957 0.08%

Holding current value

$7.75 Million

Previous $6.94 Million 5.59%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$86.27 - $95.15 $5,521 - $6,089	64 Added 0.08%	77,021 $7.33 Million
Q2 2024 Aug 09, 2024	BUY	$84.59 - $90.63 $442,744 - $474,357	5,234 Added 7.3%	76,957 $6.94 Million
Q1 2024 May 08, 2024	SELL	$79.93 - $89.5 $520,983 - $583,361	-6,518 Reduced 8.33%	71,723 $6.42 Million
Q4 2023 Feb 07, 2024	BUY	$69.78 - $82.0 $2.3 Million - $2.7 Million	32,901 Added 72.57%	78,241 $6.38 Million
Q3 2023 Nov 07, 2023	BUY	$72.72 - $78.49 $1.43 Million - $1.54 Million	19,654 Added 76.52%	45,340 $3.32 Million
Q2 2023 Aug 11, 2023	BUY	$68.92 - $75.19 $1.42 Million - $1.55 Million	20,619 Added 406.93%	25,686 $1.93 Million
Q1 2023 Apr 28, 2023	BUY	$67.42 - $74.29 $117,378 - $129,338	1,741 Added 52.35%	5,067 $359,000
Q4 2022 Feb 13, 2023	SELL	$63.25 - $72.69 $18,975 - $21,807	-300 Reduced 8.27%	3,326 $226,000
Q3 2022 Nov 01, 2022	BUY	$62.35 - $74.13 $226,081 - $268,795	3,626 New	3,626 $226,000
Q2 2022 Aug 02, 2022	SELL	$63.84 - $77.62 $802,085 - $975,217	-12,564 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$71.89 - $81.03 $71,746 - $80,867	-998 Reduced 7.36%	12,564 $968,000
Q4 2021 Jan 24, 2022	BUY	$73.89 - $80.63 $395,976 - $432,096	5,359 Added 65.33%	13,562 $1.09 Million
Q3 2021 Oct 21, 2021	BUY	$72.07 - $77.19 $591,190 - $633,189	8,203 New	8,203 $605,000

Others Institutions Holding AVUS

# of Institutions

414

Shares Held

85.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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Avantax Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History