Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History

Bcr Wealth Strategies, LLC

  • $154 Million
  • Q2 2024

A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 303,682 shares of AVDE stock, worth $20.4 Million. This represents 12.3% of its overall portfolio holdings.

Number of Shares
303,682
Previous 296,406 2.45%
Holding current value
$20.4 Million
Previous $18.9 Million 0.07%
% of portfolio
12.3%
Previous 12.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$61.17 - $65.29 $445,072 - $475,050
7,276 Added 2.45%
303,682 $18.9 Million
Q1 2024

May 03, 2024
BUY
$58.3 - $63.83 $195,013 - $213,511
3,345 Added 1.14%
296,406 $18.9 Million
Q4 2023

Jan 26, 2024
BUY
$52.98 - $60.62 $157,297 - $179,980
2,969 Added 1.02%
293,061 $17.7 Million
Q3 2023

Oct 20, 2023
SELL
$55.54 - $59.61 $160,732 - $172,511
-2,894 Reduced 0.99%
290,092 $16.1 Million
Q2 2023

Jul 14, 2023
SELL
$55.68 - $59.23 $258,744 - $275,241
-4,647 Reduced 1.56%
292,986 $16.8 Million
Q1 2023

May 05, 2023
SELL
$53.37 - $58.39 $277,950 - $304,095
-5,208 Reduced 1.72%
297,633 $17 Million
Q4 2022

Jan 30, 2023
BUY
$45.5 - $54.96 $326,553 - $394,447
7,177 Added 2.43%
302,841 $16.1 Million
Q3 2022

Nov 04, 2022
BUY
$45.36 - $54.56 $873,860 - $1.05 Million
19,265 Added 6.97%
295,664 $13.5 Million
Q2 2022

Jul 22, 2022
BUY
$50.6 - $61.08 $170,066 - $205,289
3,361 Added 1.23%
276,399 $14.1 Million
Q1 2022

Apr 29, 2022
BUY
$55.3 - $64.55 $618,917 - $722,443
11,192 Added 4.27%
273,038 $16.5 Million
Q4 2021

Feb 11, 2022
BUY
$60.93 - $65.74 $16 Million - $17.2 Million
261,846 New
261,846 $16.6 Million

Others Institutions Holding AVDE

# of Institutions
344
Shares Held
66.5M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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