Bank Of Montreal American Centy ETF Tr Avantis Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

A detailed history of Bank Of Montreal transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bank Of Montreal holds 3,706 shares of AVSD stock, worth $211,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,706

Holding current value

$211,427

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$53.92 - $61.11 $199,827 - $226,473	3,706 New	3,706 $224,000
Q1 2024 May 13, 2024	BUY	$52.01 - $57.02 $129,712 - $142,207	2,494 New	2,494 $141,000
Q3 2023 Nov 01, 2023	SELL	$48.7 - $53.0 $849,912 - $924,956	-17,452 Reduced 76.14%	5,468 $268,000
Q2 2023 Aug 02, 2023	BUY	$49.68 - $52.62 $1.14 Million - $1.21 Million	22,920 New	22,920 $1.17 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.6 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.86 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.81 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of Montreal , based on Form 13F filings with the SEC.

News

Stay updated on Bank Of Montreal with notifications on news.

Account