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

Canvas Wealth Advisors, LLC

$389 Million
Q4 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 41,102 shares of AVUS stock, worth $4.15 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

41,102

Previous 70,166 41.42%

Holding current value

$4.15 Million

Previous $6.68 Million 40.32%

% of portfolio

1.02%

Previous 1.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$94.36 - $102.06 $2.74 Million - $2.97 Million	-29,064 Reduced 41.42%	41,102 $3.98 Million
Q3 2024 Oct 15, 2024	BUY	$86.27 - $95.15 $510,890 - $563,478	5,922 Added 9.22%	70,166 $6.68 Million
Q2 2024 Aug 01, 2024	BUY	$84.59 - $90.63 $375,495 - $402,306	4,439 Added 7.42%	64,244 $5.79 Million
Q1 2024 Apr 23, 2024	BUY	$79.93 - $89.5 $431,462 - $483,121	5,398 Added 9.92%	59,805 $5.35 Million
Q4 2023 Jan 17, 2024	BUY	$69.78 - $82.0 $799,748 - $939,802	11,461 Added 26.69%	54,407 $4.44 Million
Q3 2023 Oct 24, 2023	BUY	$72.72 - $78.49 $133,586 - $144,186	1,837 Added 4.47%	42,946 $3.15 Million
Q2 2023 Jul 25, 2023	BUY	$68.92 - $75.19 $408,144 - $445,275	5,922 Added 16.83%	41,109 $3.09 Million
Q1 2023 Apr 28, 2023	BUY	$67.42 - $74.29 $1.19 Million - $1.31 Million	17,682 Added 101.01%	35,187 $2.49 Million
Q4 2022 Jan 23, 2023	BUY	$63.25 - $72.69 $1.11 Million - $1.27 Million	17,505 New	17,505 $0

Others Institutions Holding AVUS

# of Institutions

450

Shares Held

87.9M

Call Options Held

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

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.

Account

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