Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 5,966 shares of AVUV stock, worth $586,278. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,966
Previous 5,832 2.3%
Holding current value
$586,278
Previous $523,000 6.88%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$84.87 - $93.71 $11,372 - $12,557
134 Added 2.3%
5,966 $559,000
Q4 2023

Feb 09, 2024
SELL
$73.38 - $91.25 $199,006 - $247,470
-2,712 Reduced 31.74%
5,832 $523,000
Q3 2023

Oct 23, 2023
BUY
$75.9 - $84.23 $607 - $673
8 Added 0.09%
8,544 $666,000
Q2 2023

Aug 08, 2023
SELL
$69.33 - $77.71 $68,151 - $76,388
-983 Reduced 10.33%
8,536 $662,000
Q1 2023

May 11, 2023
BUY
$70.61 - $84.06 $672,136 - $800,167
9,519 New
9,519 $704,000

Others Institutions Holding AVUV

# of Institutions
639
Shares Held
80.5M
Call Options Held
24.4K
Put Options Held
9K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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