Claris Advisors, LLC American Centy ETF Tr Avantis Transaction History

Claris Advisors, LLC

  • $227 Million
  • Q4 2024

A detailed history of Claris Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Claris Advisors, LLC holds 33,441 shares of AVDV stock, worth $2.37 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
33,441
Previous 25,542 30.93%
Holding current value
$2.37 Million
Previous $1.81 Million 20.55%
% of portfolio
0.96%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$63.85 - $70.4 $504,351 - $556,089
7,899 Added 30.93%
33,441 $2.18 Million
Q3 2024

Oct 31, 2024
BUY
$62.52 - $71.12 $350,049 - $398,200
5,599 Added 28.08%
25,542 $1.81 Million
Q2 2024

Aug 01, 2024
BUY
$63.81 - $68.36 $202,405 - $216,837
3,172 Added 18.91%
19,943 $1.3 Million
Q1 2024

Apr 25, 2024
BUY
$59.95 - $65.89 $351,846 - $386,708
5,869 Added 53.83%
16,771 $1.1 Million
Q4 2023

Feb 06, 2024
BUY
$54.34 - $62.7 $592,414 - $683,555
10,902 New
10,902 $681,000

Others Institutions Holding AVDV

# of Institutions
429
Shares Held
78.3M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, 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 Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email