Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Canvas Wealth Advisors, LLC

  • $325 Million
  • Q2 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 9,720 shares of AVIV stock, worth $547,819. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,720
Previous 8,104 19.94%
Holding current value
$547,819
Previous $438,000 16.21%
% of portfolio
0.16%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$52.26 - $55.37 $84,452 - $89,477
1,616 Added 19.94%
9,720 $509,000
Q1 2024

Apr 23, 2024
BUY
$49.42 - $54.08 $91,278 - $99,885
1,847 Added 29.52%
8,104 $438,000
Q4 2023

Jan 17, 2024
SELL
$45.8 - $51.67 $127,781 - $144,159
-2,790 Reduced 30.84%
6,257 $322,000
Q3 2023

Oct 24, 2023
BUY
$47.37 - $50.8 $21,127 - $22,656
446 Added 5.19%
9,047 $435,000
Q2 2023

Jul 25, 2023
BUY
$46.67 - $50.33 $34,582 - $37,294
741 Added 9.43%
8,601 $418,000
Q1 2023

Apr 28, 2023
BUY
$45.01 - $49.82 $120,896 - $133,816
2,686 Added 51.91%
7,860 $378,000
Q4 2022

Jan 23, 2023
BUY
$38.26 - $46.54 $197,957 - $240,797
5,174 New
5,174 $0

Others Institutions Holding AVIV

# of Institutions
98
Shares Held
4.52M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

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

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email