Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,307 shares of AVDE stock, worth $345,220. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,307
Previous 5,307 -0.0%
Holding current value
$345,220
Previous $320,000 5.63%
% of portfolio
0.14%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
BUY
$52.98 - $60.62 $3,549 - $4,061
67 Added 1.28%
5,307 $320,000
Q3 2023

Oct 25, 2023
BUY
$55.54 - $59.61 $35,490 - $38,090
639 Added 13.89%
5,240 $291,000
Q2 2023

Aug 10, 2023
BUY
$55.68 - $59.23 $4,677 - $4,975
84 Added 1.86%
4,601 $264,000
Q1 2023

May 01, 2023
BUY
$53.37 - $58.39 $12,808 - $14,013
240 Added 5.61%
4,517 $257,000
Q4 2022

Jan 20, 2023
BUY
$45.5 - $54.96 $194,603 - $235,063
4,277 New
4,277 $0
Q2 2022

Aug 11, 2022
SELL
$50.6 - $61.08 $326,370 - $393,966
-6,450 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$55.3 - $64.55 $356,685 - $416,347
6,450 New
6,450 $389,000

Others Institutions Holding AVDE

# of Institutions
350
Shares Held
69.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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