Bergan Kdv Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,424 shares of AVUS stock, worth $135,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,424
Previous 1,940 26.6%
Holding current value
$135,066
Previous $137,000 21.9%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$68.92 - $75.19 $35,562 - $38,798
-516 Reduced 26.6%
1,424 $107,000
Q1 2023

Apr 27, 2023
SELL
$67.42 - $74.29 $75,173 - $82,833
-1,115 Reduced 36.5%
1,940 $137,000
Q4 2022

Jan 31, 2023
SELL
$63.25 - $72.69 $101,200 - $116,304
-1,600 Reduced 34.37%
3,055 $207,000
Q1 2021

May 11, 2021
BUY
$62.2 - $70.27 $289,541 - $327,106
4,655 New
4,655 $323,000

Others Institutions Holding AVUS

# of Institutions
381
Shares Held
76M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email