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 6,626 shares of AVIV stock, worth $352,171. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,626
Previous 6,626 -0.0%
Holding current value
$352,171
Previous $341,000 4.99%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 26, 2024

BUY
$45.8 - $51.67 $21,434 - $24,181
468 Added 7.6%
6,626 $341,000
Q3 2023

Oct 25, 2023

BUY
$47.37 - $50.8 $35,006 - $37,541
739 Added 13.64%
6,158 $296,000
Q2 2023

Aug 10, 2023

BUY
$46.67 - $50.33 $5,600 - $6,039
120 Added 2.26%
5,419 $263,000
Q1 2023

May 01, 2023

BUY
$45.01 - $49.82 $20,839 - $23,066
463 Added 9.57%
5,299 $255,000
Q4 2022

Jan 20, 2023

BUY
$38.26 - $46.54 $185,025 - $225,067
4,836 New
4,836 $0

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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