A detailed history of Better Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Better Wealth, LLC holds 281,068 shares of AVRE stock, worth $11.7 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares
281,068
Previous 274,796 2.28%
Holding current value
$11.7 Million
Previous $11.3 Million 16.97%
% of portfolio
4.01%
Previous 3.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$40.95 - $48.28 $256,838 - $302,812
6,272 Added 2.28%
281,068 $13.2 Million
Q2 2024

Jul 19, 2024

BUY
$38.89 - $42.05 $301,514 - $326,013
7,753 Added 2.9%
274,796 $11.3 Million
Q1 2024

Apr 19, 2024

BUY
$40.52 - $43.42 $4.33 Million - $4.64 Million
106,823 Added 66.67%
267,043 $11.3 Million
Q4 2023

Jan 23, 2024

SELL
$35.51 - $43.68 $3.47 Million - $4.27 Million
-97,736 Reduced 37.89%
160,220 $6.94 Million
Q3 2023

Oct 23, 2023

BUY
$37.14 - $42.66 $184,622 - $212,062
4,971 Added 1.96%
257,956 $9.69 Million
Q2 2023

Jul 24, 2023

BUY
$39.41 - $41.99 $137,777 - $146,797
3,496 Added 1.4%
252,985 $10.4 Million
Q1 2023

Apr 19, 2023

SELL
$39.04 - $45.85 $2,771 - $3,255
-71 Reduced 0.03%
249,489 $10.3 Million
Q4 2022

Jan 23, 2023

BUY
$36.95 - $43.22 $9.22 Million - $10.8 Million
249,560 New
249,560 $0

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Better Wealth, LLC Portfolio

Follow Better Wealth, 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 Better Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Wealth, LLC with notifications on news.