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

Black Diamond Wealth Management Inc.

$135 Million
Q3 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 35,353 shares of AVIV stock, worth $1.88 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

35,353

Previous 20,066 76.18%

Holding current value

$1.88 Million

Previous $1.05 Million 88.59%

% of portfolio

1.47%

Previous 0.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

112

Shares Held

5.36M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.

Account

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