Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 15,477 shares of AVEM stock, worth $941,156. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,477

Previous 10,095 53.31%

Holding current value

$941,156

Previous $509,000 60.71%

% of portfolio

0.25%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$50.27 - $56.2 $270,553 - $302,468	5,382 Added 53.31%	15,477 $818,000
Q4 2022 Feb 07, 2023	SELL	$44.87 - $52.64 $13,640 - $16,002	-304 Reduced 2.92%	10,095 $509,000
Q3 2022 Nov 02, 2022	SELL	$45.9 - $53.37 $158,400 - $184,179	-3,451 Reduced 24.92%	10,399 $487,000
Q2 2022 Jul 19, 2022	SELL	$51.44 - $61.32 $93,878 - $111,909	-1,825 Reduced 11.64%	13,850 $721,000
Q1 2022 May 02, 2022	BUY	$54.87 - $65.28 $381,346 - $453,696	6,950 Added 79.66%	15,675 $929,000
Q4 2021 Feb 10, 2022	BUY	$60.96 - $66.61 $531,876 - $581,172	8,725 New	8,725 $552,000

Others Institutions Holding AVEM

# of Institutions

468

Shares Held

99.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History