Black Diamond Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Black Diamond Wealth Management Inc.

$145 Million
Q4 2024

A detailed history of Black Diamond Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 35,265 shares of AVIV stock, worth $1.97 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

35,265

Previous 35,353 0.25%

Holding current value

$1.97 Million

Previous $1.98 Million 7.76%

% of portfolio

1.26%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$51.24 - $55.81 $4,509 - $4,911	-88 Reduced 0.25%	35,265 $1.83 Million
Q3 2024 Nov 14, 2024	BUY	$50.37 - $56.43 $770,006 - $862,645	15,287 Added 76.18%	35,353 $1.98 Million
Q2 2024 Aug 13, 2024	SELL	$52.26 - $55.37 $451,944 - $478,839	-8,648 Reduced 30.12%	20,066 $1.05 Million
Q1 2024 May 13, 2024	SELL	$49.42 - $54.08 $405,688 - $443,942	-8,209 Reduced 22.23%	28,714 $1.55 Million
Q4 2023 Feb 09, 2024	SELL	$45.8 - $51.67 $400,017 - $451,285	-8,734 Reduced 19.13%	36,923 $1.9 Million
Q3 2023 Nov 01, 2023	BUY	$47.37 - $50.8 $203,880 - $218,643	4,304 Added 10.41%	45,657 $2.2 Million
Q2 2023 Jul 31, 2023	BUY	$46.67 - $50.33 $1.93 Million - $2.08 Million	41,353 New	41,353 $2.01 Million

Others Institutions Holding AVIV

# of Institutions

121

Shares Held

7.04M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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Black Diamond Wealth Management Inc. American Centy ETF Tr Avantis Transaction History