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

Beta Wealth Group, Inc.

$199 Million
Q1 2025

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 53,168 shares of AVUV stock, worth $4.92 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

53,168

Holding current value

$4.92 Million

% of portfolio

2.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$84.95 - $100.62 $4.52 Million - $5.35 Million	53,168 New	53,168 $4.63 Million
Q3 2024 Nov 01, 2024	SELL	$88.24 - $99.7 $2,117 - $2,392	-24 Reduced 0.27%	8,992 $862,000
Q2 2024 Aug 12, 2024	SELL	$86.93 - $93.77 $10,953 - $11,815	-126 Reduced 1.38%	9,016 $808,000
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

890

Shares Held

124M

Call Options Held

22.5K

Put Options Held

10.9K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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