A detailed history of Cgc Financial Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cgc Financial Services, LLC holds 153,916 shares of AVUV stock, worth $14.2 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
153,916
Previous 244,729 37.11%
Holding current value
$14.2 Million
Previous $22.9 Billion 39.79%
% of portfolio
5.99%
Previous 12.01%

Shares

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

Jul 17, 2024

SELL
$86.93 - $93.77 $7.89 Million - $8.52 Million
-90,813 Reduced 37.11%
153,916 $13.8 Billion
Q1 2024

Apr 22, 2024

BUY
$84.87 - $93.71 $736,247 - $812,934
8,675 Added 3.68%
244,729 $22.9 Billion
Q4 2023

Jan 12, 2024

BUY
$73.38 - $91.25 $55,035 - $68,437
750 Added 0.32%
236,054 $21.2 Billion
Q3 2023

Oct 24, 2023

SELL
$75.9 - $84.23 $650,614 - $722,019
-8,572 Reduced 3.51%
235,304 $18.3 Billion
Q2 2023

Sep 12, 2023

BUY
$69.33 - $77.71 $16.9 Million - $19 Million
243,876 New
243,876 $18.9 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Cgc Financial Services, LLC Portfolio

Follow Cgc Financial Services, LLC 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 Cgc Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cgc Financial Services, LLC with notifications on news.