Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 71,217 shares of AVUV stock, worth $7.11 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
71,217
Previous 67,181 6.01%
Holding current value
$7.11 Million
Previous $6.03 Million 13.37%
% of portfolio
3.18%
Previous 3.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$88.24 - $99.7 $356,136 - $402,389
4,036 Added 6.01%
71,217 $6.83 Million
Q2 2024

Aug 09, 2024
BUY
$86.93 - $93.77 $419,263 - $452,252
4,823 Added 7.73%
67,181 $6.03 Million
Q1 2024

May 10, 2024
BUY
$84.87 - $93.71 $565,234 - $624,108
6,660 Added 11.96%
62,358 $5.84 Million
Q4 2023

Feb 07, 2024
BUY
$73.38 - $91.25 $337,181 - $419,293
4,595 Added 8.99%
55,698 $5 Million
Q3 2023

Nov 09, 2023
BUY
$75.9 - $84.23 $458,967 - $509,338
6,047 Added 13.42%
51,103 $3.98 Million
Q2 2023

Aug 07, 2023
BUY
$69.33 - $77.71 $242,655 - $271,985
3,500 Added 8.42%
45,056 $3.5 Million
Q1 2023

May 08, 2023
BUY
$70.61 - $84.06 $2.67 Million - $3.18 Million
37,876 Added 1029.24%
41,556 $3.08 Million
Q4 2022

Feb 10, 2023
BUY
$68.43 - $80.54 $251,822 - $296,387
3,680 New
3,680 $274,000

Others Institutions Holding AVUV

# of Institutions
760
Shares Held
101M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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