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 10,697 shares of AVUV stock, worth $1.01 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,697

Previous 9,265 15.46%

Holding current value

$1.01 Million

Previous $690,000 14.78%

% of portfolio

0.24%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$70.61 - $84.06 $101,113 - $120,373	1,432 Added 15.46%	10,697 $792,000
Q4 2022 Feb 07, 2023	SELL	$68.43 - $80.54 $200,499 - $235,982	-2,930 Reduced 24.03%	9,265 $690,000
Q3 2022 Nov 02, 2022	BUY	$65.42 - $79.96 $9,485 - $11,594	145 Added 1.2%	12,195 $848,000
Q1 2022 May 02, 2022	BUY	$75.32 - $82.57 $438,738 - $480,970	5,825 Added 93.57%	12,050 $962,000
Q4 2021 Feb 10, 2022	BUY	$75.12 - $83.87 $467,622 - $522,090	6,225 New	6,225 $496,000

Others Institutions Holding AVUV

# of Institutions

673

Shares Held

88.1M

Call Options Held

14.4K

Put Options Held

4.2K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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