Beta Wealth Group, Inc. American Centy ETF Tr Avantis Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,142 shares of AVUV stock, worth $820,220. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,142
Previous 9,821 6.91%
Holding current value
$820,220
Previous $881,000 2.84%
% of portfolio
0.45%
Previous 0.5%

Shares

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

May 14, 2024
SELL
$84.87 - $93.71 $57,626 - $63,629
-679 Reduced 6.91%
9,142 $856,000
Q4 2023

Feb 09, 2024
SELL
$73.38 - $91.25 $25,903 - $32,211
-353 Reduced 3.47%
9,821 $881,000
Q3 2023

Nov 13, 2023
SELL
$75.9 - $84.23 $186,106 - $206,531
-2,452 Reduced 19.42%
10,174 $793,000
Q2 2023

Aug 11, 2023
BUY
$69.33 - $77.71 $97,062 - $108,793
1,400 Added 12.47%
12,626 $979,000
Q1 2023

May 09, 2023
BUY
$70.61 - $84.06 $792,667 - $943,657
11,226 New
11,226 $831,000

Others Institutions Holding AVUV

# of Institutions
636
Shares Held
80.7M
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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