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 20,066 shares of AVIV stock, worth $1.13 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
20,066
Previous 28,714 30.12%
Holding current value
$1.13 Million
Previous $1.55 Million 32.22%
% of portfolio
0.78%
Previous 1.3%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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