A detailed history of Cape Investment Advisory, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,145 shares of AVUV stock, worth $109,416. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,145
Previous 1,241 7.74%
Holding current value
$109,416
Previous $116 Million 11.66%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024

SELL
$86.93 - $93.77 $8,345 - $9,001
-96 Reduced 7.74%
1,145 $103 Million
Q1 2024

Jun 21, 2024

BUY
$84.87 - $93.71 $7,723 - $8,527
91 Added 7.91%
1,241 $116 Million
Q4 2023

Feb 12, 2024

BUY
$73.38 - $91.25 $84,387 - $104,937
1,150 New
1,150 $103 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.