A detailed history of Bordeaux Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,000 shares of AVDV stock, worth $264,960. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,500 11.11%
Holding current value
$264,960
Previous $281,000 6.41%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$59.95 - $65.89 $29,975 - $32,945
-500 Reduced 11.11%
4,000 $263,000
Q4 2023

Feb 06, 2024

BUY
$54.34 - $62.7 $244,530 - $282,150
4,500 New
4,500 $281,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

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

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.